This year when the work from home started, the salespeople used their tablets more often from home. Their internet connection at home was not the best quality and they complained about how slow the system was and how it got stuck sometimes. All of a sudden there were new products and customers created with blank or missing information erroneously created by them. I assume when they were creating an SO, they would fill in the name and because it took so long to fill in the data they accidentally hit Create New Product/Customer.
I decided to limit their ability to create new customers and products since they are not allowed to create them anyway. Products are created by the purchasing manager user and customers are created by the sales manager user.
The IT firm that services us made some mods and they were indeed restricted from creating those items but there are 2 issues, one more important than the other;
1. They are unable to see the full data on the product card. Before they could see sales, purchases, forecast qty, on hand qty etc as little boxes on the top right of the product form but now those are gone.
2. They are unable to see each other's SO's and sometimes they need to in order to help each other out if one of them is unable to connect to the system to make a change to their existing SO. [this is minor]
How can I check to see if I can give them access to those boxes on the product card without them being able to create a new product?
