Budget Permission Controls
I like the budget feature, but would like to be able to 'lock' it from the sales reps and anyone else who doesn't need to edit it. The reason for this request is because admin's should be the only one's to have access to adjust the budget or commissions.
You can set Budget permissions in the Access Profiles tab in your Settings.
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Mark Dake commented
Yes I had already called in on this.
I never want everyone knowing my profit margins in a job. -
Oleg Shtereb commented
That's urgent to be completed. There is no way I would like to share my profit margins with the salesmen
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Oleg Shtereb commented
Create the option to budgets private so not everybody on the contact can see them.
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TOMEKA THOMAS commented
Totally agree - we need this asap!
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Matt Brown commented
I totally agree, there are functions inside a customers file that not all users need to be able access.