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Status Unlikely to implement
Categories CRM App
Created by Guest
Created on Oct 25, 2023

Restrict User Access by Company Type

By allowing users to only see Companies with certain Company Types, it allows some users who only manage Prospects to only see them. While also being able to stop users from seeing Supplier Information

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    Andrew Ardron
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    Nov 8, 2023

    You'd really need to do this by territory. You could for instance create a territory of "prospects" and limit users to that.

    3 replies