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 Also Setting Up Data Sharing Rules
Related Articles
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.
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 ...
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.
Can I disable Log a call option for selected users?
No. Call log is tightly integrated with the Activities module. If you want to disable, you have to disable the Activities module for the users' Profile.
How to assign records to other users while importing data?
In XLS or CSV file, ensure that users' CRM ID is specified so that the records will be automatically assigned to the corresponding users. Please note that, records with blank values for CRM ID will be assigned to the person who imports the data. In ...