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Categories CRM App
Created by Guest
Created on Apr 8, 2019

Add restrictions on who can create sales ledgers

Both in-house and with many customers, it's not the sales team's responsibility to create sales ledgers in the CRM (or at least not managers).

So although we have brought this new feature into the web UI to be able to create sales ledgers in the CRM, we should implement some form of restriction capability so that customers can set either which users or which dictionaries, for example, can create new sales ledgers (or who can't)

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