Perenso Administrators have the option to allow and prevent editing of completed call objectives based on User Type.


There are 2 ways to disallow the editing of Call Objectives for a user type:

  1. From System Config > User Types, untick the Allow to edit call objectives for the User Type you wish to restrict the editing of Call Objectives for.

  2. Turn off the Allow to edit call objectives in the User Type Details page.


When the Allow to edit call objectives option is disabled:
  • The app user WILL be able to create new call objectives.

  • WILL be able to edit call objectives that are incomplete.

  • WILL NOT be able to edit call objectives that are Complete.
    They can only view it.

  • When a user Completes an objective, a confirmation will appear informing that one 'Completed' they will no longer be able to edit it.