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Status Shipped
Created by Dan Bryant
Created on Dec 12, 2017

Restrict user access to records

In earlier versions of the CRM it was possible to restrict users by account manager or operating company. In 365 it was changed to just account manager.

Every company who wishes to restrict records often wants to restrict by different means, some by area, some by industry.  

We need a more flexible solution of restricting records with regards to both viewing and editing. 

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