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Locking Sales Quote

Is there any way to prevent other users from looking / having access to your Sales Quote for a customer?

There is the option to upload a pdf with password, but is there anything that C4C provides?

BR,
.CV

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1 Answer

  • Jan 25, 2017 at 02:35 PM

    hello,

    you can use authorization, please see the following Link:

    access rights - only certain customers, contacts and sales quotes?

    Thanks,

    Krish

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