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Status Future consideration
Categories Referrals
Created by Nica Yabut
Created on Jan 27, 2024

RELATED IDEAS

Disable the end user permission to change or update Referral Ownership

End users (non admin roles) should not be able to update referral ownership in Marketscape CRM.

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Implement field locking for changing referral owners on a referral in CRM

Merged
To prevent unintentional edits on referrals, please add the ability for customers to lock certain fields like referral owners on the referrals from being changed. Users still need the ability to edit referrals though so they can update the Manager...
Ashley Scrimo 12 months ago in Referrals 0 Future consideration