Deleted jobs/quotes
R
Reprographic Arts- CaSandra
We have had an employee accidentally delete a job and then we have no record of it. I can only imagine if someone were doing something dishonest and deleting cash quotes or something. We should have a list of deleted quotes sent to the owner of the account daily or weekly. This would be a way we can follow up and find out. The quote should show if this was just a quote, or if it were a fully completed job, and all information from the quote should be visible in the email.
K
Kayla Christianson
Not a perfect solution, but in the meantime, but you can choose which users are allowed to delete quotes in the users section of the account settings. Any super admins should be able to change that. They'll still be able to make quotes and invoices, but they won't be able to delete them.