I can delete tasks but my sales staff can not. since some are linked and visible in patient records, they become part of the pat. files. I do NOT want sales to delete a task. I need to Prove it was tasked and never followed up on, etc.
The note about email me direct if you have a issue needing a quick fix or a work around until resolved still stands. I love this software and stayed at my former employer longer than I would have if it wasn't for the software and help I could provide to Feel free to contact me directly if you have any questions you think i might be able to answer.
I am trying to limit employee's ability to delete tasks. Is it still the case that only "Master Admins" can delete? I have one doc, who is not a "Master Admin" who keeps deleting tasks that should stay in the patient record.
Also, deleting tasks seems like something that should show up in the Patient Log Files.