Integra Ideas

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Order Copy feature needs to have security levels added

There is not a way to customize and lock the default template for the Order Copy feature or lock users out with security levels.  If a user has this feature turned on then they can modify their own template as they wish.

  • Les Howell
  • Feb 11 2020
Dispatch Module
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  • Ben Doll commented
    March 15, 2022 20:29

    Hey Les, this is a great idea and we actually just had to call into support to have someone go in and update all our users settings so they matched what we wanted. That said, your issue still exists and they can technically hop in there and change it right after. I am definitely going to upvote this. We submitted a similar request under INT-I-110 on September 9th, 2021 asking to have the Copy Setup functionality expanded even into the Customer & Job level so that for example "PO" would or would not copy over depending on its configuration. I am definitely going to give this an up-vote.

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  • Sue Conckus commented
    March 06, 2020 20:08

    Hi Les,

    Thanks so much for your suggestion.

    Not having security on the order template is likely causing some interruption in your day, hence the request. I'm wondering if you could explain a bit more about the interruption it causes.

    Take care,

    Sue Conckus

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