Remove edit access to CTA due date for certain users

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  • Updated 3 weeks ago
I have a customer that would like the ability to be able to lock the CTA due date field for everyone except for Admins.

The use case a CSM may be assigned to a new customer, then must reach out to this new customer within 7 days. However, if they are able to change the due date, in our reporting we will not see that they called the customer past the original due date. 

So they would like to be able to lock this field for just their CSMs
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Cameron Wright, Employee

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Posted 4 weeks ago

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Hitesh Sharma, Employee

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Hi Cameron,

We have a field called Original Due Date on Call to Action object, which is for the same purpose (it will have initial due date value and will never change). Customer can use this field while reporting.

Regards,
Hitesh