Create a setting for 'Read only' for the CRM!

Reid Pownall

I was wondering if its possible for the CRM to have a ‘read only’ access. There are certain staff members that need to view customers information in the CRM but we don't want them to have the ability to create/edit/delete customer information. Is this at all possible?

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2 comments

Date Votes
  • Comment author
    Cooper Stahl

    This would be a great feature. Good for enhancing and creating more efficient controls on supplier and customer master data management. 

    1
  • Comment author
    Chris Saju

    Hi Reid & Cooper, 

    Full Read-only permission is not currently available, but most fields can be made Read-only. You can find it in the CRM settings. 

     

    Thanks,
    Chris Saju
    CNZ Consultants

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