Lock Quote Term from Edits

by Community Manager ‎05-25-2016 11:43 AM - edited ‎09-26-2016 02:34 PM

Question

As an admin, how can I lock Quote Terms so non-admins cannot edit them?

Answer

Navigate to the Quote Term object and select the Locked checkbox.

 

Note: You may need to add the Locked field to the Quote Term Page Layout.

 

Quote Term Lock.png

Comments
by lwahlers
on ‎10-25-2016 05:50 PM

I applied this setting, but even my admins are locked out from editing the terms?  Is there a way to make this work for admins but locked to sales reps at the quote level?

 




by gormankr
on ‎05-17-2017 09:53 PM

@lwahlers I am wondering the same thing.  We have a very few select individuals (a few who are non-admin) who we also want to hae the ability to edit these. @lvoelz2 Can you assist in our question at all?

Contributors