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Question

CRM Companion 10 - limit the ability to add/delete customers

  • May 30, 2024
  • 0 replies
  • 35 views

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We do not want to allow Sales persons to be able to Add/Delete customers.

What do I need to alter in permissions to allow them to view Customers, but not have full access to customers?

Don’t want to see that ‘Delete Customer ‘ button at the bottom of a customer page at all.