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Categories CRM App
Created by Guest
Created on Aug 18, 2021

User permissions - Create Customer when confirming an order

When confirming an order for a new customer a user is presented with an option to create the customer in their accounting/ ERP system.

In order for the user to be able to create the new customer they need to have CRM Admin permissions.

There should be a separate permission that allows users to be able to create customers. This will allow a user to be able to create a customer without also giving them permission to delete records an other admin permissions.


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