Vor Kurzem aufgerufene Suchen


Keine vor kurzem aufgerufene Suchen

Enchance Role Permissions: Enable ability for users with View Permisisons to Add Notes



Gepostet 25. Jan. 2021

If users can View specific cards (Leads, Contacts, Deals) they should be able to add notes.

Yes, they should not be able to change the Card details themselves, but they should be able to Add a Note, send and email to the contacts associated, add/complete tasks, add Calendar events.  Basically they can not change the Details, the Products, the Contacts, or Documents. 

Also. if they are marked as a "Collaborator", allow them to override the security and enable them to actually collaborate and update the entire record.


3

1

1 Kommentar

Agree this would be very useful.

0


Bitte melden Sie sich an, um einen Kommentar zu hinterlassen.

Sie finden nicht, wonach Sie suchen?

Neuer Post