How do I restrict the ability to DELETE records to certain individuals within my company?

• Related Articles

• How is the Access/Gate Code from the Customer record used and can it be restricted to certain individuals?

  To restrict Access/ Gate Code from Customer record to certain individuals, go to Menu and select Settings and in here select Roles. Here, scroll down to Directory settings and you can restrict the Access Code there from certain individuals.

• How do I restrict certain Notes to only be available to the person who created the Note?

  To restrict Notes to be only available to the person who created the Note, please go to the Note in question in Edit mode and then select the checkbox that says Make Private: Visibly Only to Me and Save.

• How do I delete my Company Logo from the top of specific Templates?

  The company logo can only be replaced and not deleted.

• How do I use the "variation" field within the Cost Items Database and Estimate?

  The Variation field associated with an Item is used to manage different product variations (such as colors or styles). To add variations to an item, go to the Cost Items Database and add a new item or edit an existing one. Within the item details, ...

• Modifying / Editing and Saving Records

  Modifying / Editing and Saving Records In Contractor Foreman, there are typically two ways to save a record. Click the Submit button at bottom of Screen Click the Blue Check Box (or Save button) in Upper right. To Edit a Record, click the Green ...