Skip to Main Content
Product Suggestions
Categories CRM App
Created by Guest
Created on Aug 15, 2024

Save Quote Lines to Excel Permission

The save to excel permission is global in the CRM - Saving quote lines to excel is something that should be allowed by default to assist in the quick creation of quotes but I can see why exporting data from reports should be restricted seperately. Is there a way to seperate these permissions ?

  • Attach files