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Status Potential for future consideration
Created by Guest
Created on May 7, 2019

"VIEW ONLY" button in the Categories set up page

When changing internal procedures and we do not want employees to no longer upload to e a specific category but still have access to it for viewing purposes only.

Or when a client comes on board from a firm that used AgiLink, we would not use the old firm's Categories for uploading but would still want our employees to have access to view.

 

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Can categories be set up to just view only – not make change
over 5 years ago in  0 Potential for future consideration