Forum Discussion
MCFNeil
Qrew Captain
You can usually take a combination of all those options to filter the information.
Usually if you work that 'logic' into a formula-checkbox, you can then use that checkbox for the role permissions.
p.s. QB has completely abandoned "user voice
Usually if you work that 'logic' into a formula-checkbox, you can then use that checkbox for the role permissions.
p.s. QB has completely abandoned "user voice
BullseyeBullsey
7 years agoQrew Cadet
On top of this, the checkbox field method is a little glitchy: one of our reps created two identical records. The first kicked him out because he "didn't have access", the second was fine. I triple checked everything, there is no reason that it should not have worked. Frustrating for me, even worse for a sales rep who relies on QB when he's on the road.
TL;DR: Work arounds are never simple.
TL;DR: Work arounds are never simple.