It is not possible to easily prevent users from deleting records within workbooks with out having the advanced security module.
- CRM systems usually have the ability to prevent deletion included
- There seems to be a gap in the system for the following Capabilities...
Delete Customer Contracts
Delete Customer Contract Line Items
Delete Customer Credit Notes
Delete Credit Note Line Items
Delete Customer Invoices
Delete Customer Invoice Line Items
Delete Customer Orders
Delete Customer Order Line Items
Delete Customer Quotations
Delete Customer Quotation Line Items
Delete Marketing Campaigns
Delete Opportunity Line Items
Delete Party Relationships
Delete Sales Leads
Delete Supplier Orders
- These capabilities should come as standard provide the basic ability to prevent deletions that is available in many other crm products
- These new capabilities would go perfectly along side the similar 'View' and 'Modify' Capabilities
- Users with more complex requirements would require the Advanced Security Module
Thanks for taking the time to raise this idea, which we’ve logged as an enhancement. We’ll keep you posted updates once Product Management and Engineering have reviewed.