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Created by Guest
Created on Nov 6, 2023

Option to prevent users from seeing recent searches of other users

When you use the global search in the CRM you are able to see recent searches of other customers. You may not always want your users to see the recent searches of others users, and we should offer the option on a user profile to only show their recent searches.

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  • Guest
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    Nov 6, 2023

    Yes. Create a privacy setting that will allow users to restrict the visibility of their own searches and recently accessed records from being viewed by other CRM users.