CRM Access Filter

[About CRM Access]

Usage

Use this window to view and maintain status of different filters related to CRM access. For each filter it is also possible to select if records without representatives should be available for all users or only for admin users. It is also possible to define different privileges for the main representative and other representatives for the filter. Further on the tab level it is possible to define users to by-pass filter security. Use this tab window to define admin users to by-pass CRM access for filter.  

For the description of each tab in the window, follow the appropriate link: Admin Users, Connected Group Info.

Activity Diagrams

Administer CRM Access

Activities

Change Status
Add Admin User to Filter