Does anyone have an efficient way to grant a user view only access to the entire database?Thinking of an external auditor or a C-Level client, who wants to be able to poke around, but should not be able to create/modify/delete anything.Outside of creating a role and then clicking on every single form and saying view only.Hoping someone has come up with something more efficient!Thank you!
Are you able to track change orders to a purchase order with out the project module? Everything I’ve read regarding change order management all seems to require the project module.
We are building an integration between Salesforce and the Customer Contracts.We have export scenario created that we would like to feed back the last billing date and next billing date, but are receiving the error message below-Any help would be greatly appreciated!
We are rolling our the contract management module and noticed there really aren’t any reports or inquiries out there. Has anyone developed reports/inquiries for contracts they’d be willing to share?Thanks!
Hello,We are implementing time card in a client who does NOT use project, and finding that just basic time card reporting seems to be lacking. Has anyone created time card reports or inquiries they would be willing to share? Thanks!
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