Limit action type entry by security group

We have a lot of different action types, but generally certain groups of staff members only use a handful of actions. For example, our gift officers only use a handful of action types. It would be great if we could limit what type of actions they can enter, but not the actions they can view. This would help streamline their action entry process.

  • Ryan Car
  • Jul 20 2016
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  • Jen Claudy commented
    July 22, 2016 14:51

    You might try, as a workaround, a prefix to the Types for each group...that would let them jump to that section of the list with one keystroke.