Save destinations as a part of security groups.

I'd like to be able to set the default save destination differently for different security groups. Since it's hard to get users to save outside the default, this would greatly increase the reliability of having all my control reports, etc, in the right place. Here's an example:

 

Gift Processors Default save to: /Gift Records/Batch Control Reports/
Accounts Receivable Default save to: /Gift Records/RE to FE/
Major Gifts Officers Default save to: /Constituents/Major Gifts/
Annual Campaign Staff Default save to: /Constituents/Mailing Lists/

 

Right now I have to go in and edit the user settings one by one. 

  • Guest
  • Apr 13 2017
  • Attach files