Restrict who can modify/delete notes
C
Cam Szarapka
When I add a note, it can be modified or deleted by any other user which can cause confusion & misunderstandings, especially for larger organizations or chains where multiple people have access to bookings
S
Scott Chester
I guess another step in that direction would be to show/log when a note was changed. Just showing added by name / date and last edited by name / date would be huge.
S
Scott Chester
Yes. A great first step would be only allowing the user who created the note (and maybe admins) to edit/delete the note. Ideally this would be controlled by some kind of permissions structure. I could see where some places might want to prevent editing notes in general, or maybe after some time frame.
For example, I don't want one sales person editing a note that another sales person added weeks ago.