Status: Idea Submitted
Please can we restrict the ability for users to delete sales docs that are being used in email templates?
Also restrict users from being able to delete documents uploaded by other users and give a warning when editing a document used in an email template.
The ability to restore deleted sales documents is essential, too.
Hey @LBouchet1 we do have the ability to restrict user access to sales documents so that only specific users can view/send them. Also a warning appears on the screen if an item is about to be delted out of the Sales Documents. It also flags the user to know that a deleted item cannot be restored. ← Not sure if this helps, but if you have any questions I can try and reply with steps on how to restrict that moving forward.
I agree that having a “trash bin” would be helpful for the on occasion accidental deleting of items.