Feature Requests
Share ideas, discuss and vote on requests from other users in community

Hide customer details when creating quotes

David shared this idea 10 months ago
Under Consideration

When a user goes to "Create a New Quote", there is an option to choose "Quote an Existing Client".

If you type in a letter of the alphabet, such as "A", you will see a complete listing of customers that start with "A", and you will also see their email addresses.

Is it possible from preventing users from seeing the dropdown full of email addresses? I am uncomfortable with staff being able to get a full list of names and email addresses.