Ideas

Default Client View Settings for Projects

Need Default setting for Client View in firm settings. Rediculous to have to set this up for every new engagement.

  • Guest
  • Oct 26 2022
  • Already exists
  • Attach files
  • Guest commented
    October 26, 2022 19:32

    Nope���In the project admin section there are fields NOT including in firm settings like Summary.

    Warmly,
    [cid:image001.gif@01D8E950.3428E360]
    Cydnee Dubrof
    404-512-1188

  • Admin
    Clockwork Product commented
    October 26, 2022 19:28

    Hello,

    Thank you for submitting your idea. We do have the ability to select the visibility settings for all new projects created. You can find more information on how to manage those settings in this article: https://support.clockworkrecruiting.com/article/974-firm-settings-project-visibility-defaults