In the accounts receivable module, we use the memo function on the customer maintenance screen to attach a copy of the customers tax exempt certificate to their record. More than once, those records have been mistakenly deleted by other users. Can you add some kind of level of protection to those records so they cannot be deleted or changed by anyone other than the originator? While some memos are helpful to all users, there are some that won't mean anything to anyone but the originator. For example, sales could enter memos about special pricing or a customers preferred shipping method and protect that information from being accidentaly deleted by accounting etc. In my case, sales isn't interested in the tax exempt certificates, but I need to be able to show that we have one for each customer quickly and easily.

by: Candy G. | over a year ago | 6 - General Enhancements