Option to override certain settings to be able to save leads
I would suggest an override button and an adjustment to how this process works.
If I have a customer over the phone that wants to make a payment on an existing reservation and I need to adjust the financials, I should not have to change settings to save the lead. This increases the chance of us not collecting payment or providing great customer service.
I can understand preventing us from changing dates due to overlap, but the whole reservation should not be locked.
We should still be able to adjust names, contact info, add notes, adjust financials, etc.
I would suggest only locking the date fields and allowing the user to make updates to other portions of the reservation.
2
votes
Wendy Hortis
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