Toni Bovino
My feedback
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18 votes
Toni Bovino shared this idea ·
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64 votes
Toni Bovino supported this idea ·
An error occurred while saving the comment An error occurred while saving the comment Toni Bovino commented
Certain employees should NOT be able to see all the email information. Sensitive insurance information and other information that we have privacy concerns about should not be able to be accessed by any old employee. This restriction needs to be added asap.
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31 votes
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23 votes
Which templates are you wanting to add a page break to?
On certain forms, like an estimate, it seems like the page breaks would need to be conditional based on the number of line items, which would be quite tricky.
Thanks,
Aaron
I would like my leads to have access to jobs for addresses, add notes, change statuses, add pictures but not access email information ..as customers talk about pricing and sensitive information in their emails.