Skip to Main Content
Product Suggestions
Categories CRM App
Created by Guest
Created on Oct 4, 2019

When restricted by account manager you still have recalls that you no longer can access

If a user has restrictions by account manager (so can only see their accounts), their recall list can still show records that they no longer have access to. It would be handy to notify the admin user when configuring restrictions by account manager if the user has recalls for other account managers as they will no longer be able to access them.

  • Attach files