Is there a way to make the “default state” of a new bonus column field in PDF reports to “unchecked” instead of checked?
Any time we add a new bonus column, we’re having to manually go into each users reports to uncheck the new fields…as we don’t necessarily want to see them on the documents we send out to customers/suppliers….
Users spend quite a bit of time formatting their reports that we send to customers (Order Ack, Invoices, Quotes, etc) and rather than go through all users and all their reports to “uncheck” new bonus column fields that don’t apply, we’d rather leave the “unchecked” by default, then send an internal email to all CETEC users re: a new bonus field…
There is a config setting called user ID. You can find user IDs at Admin >> Users >> User List
If you select a user that does not deal much with PDFs, you can have that user go in and uncheck every single PDF within Cetec, and it will default every other user’s PDF settings to match theirs (essentially a globalized unchecked PDF).
This will require a bit of effort, but it is currently the best cost-effective (free) and available solution that I can offer at this time.