Can I export certain selected records from CRM?
No. Currently we do not have the option to export certain selected records. However, you can create a report based on criteria (your requirement) and export the report. For more information, see Working with Reports.
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How can I share data only with certain selected users?
You can provide access rights to selected users belonging to other roles and groups by creating your own Data Sharing Rules. This feature helps you to create rules to provide access or restrict users from viewing your data in various modules.
How can I share data only with certain selected users?
You can provide access rights to selected users belonging to other roles and groups by creating your own Data Sharing Rules. This feature helps you to create rules to provide access or restrict users from viewing your data in various modules. See ...
Can I restrict the reports only to certain selected users?
Yes. You can restrict the reports only to certain selected users, roles, or groups. You can do so by creating a Report Folder and giving access to the users, roles, or groups. Follow the steps given below to create a report folder with restricted ...
How can I export data from CRM?
You can export data individually from the modules and also from the reports. While exporting a report, you can get maximum of 20000 records in bulk. Note: Let's say a user has 100000 records. Each page displays 2000 records. When he exports data, he ...
Associate calls with CRM records
Click the Leads or Clients tab. Select the record for which you want to log a call. In the [Record] Details page, the existing call details, if any, are displayed. Click Subject, Activity Type, Status, Due Date or Owner Name links to sort the display ...