Edit User

Depending on your permissions you can edit your own profile and other users profile

Report and Project Settings

Disable Followups

Checking the disable followups box will mute quote followups for all projects that are represented by the user, unchecking the box will unmute all their projects.

New followups will not be created for a project if they are muted. When unmuted followup creation for quotes will resume.

Notes

• This setting is global and effects all a users projects by muting/unmuting their quote followups.

• If no followups are set up, this setting will not be visible.

• This can be done per project.