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author's profile photo Former Member
Former Member

Exposrt to MS Excel limitations

Hi pros,

Is it possible to limit Customer download to MS Excel from C4C only to customers that an employee is responsible for?

Our client would like to give every employee a right to see every customer record, but only limit the download.

Best regards,

Nadezhda Rukavishnikova

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    author's profile photo Former Member
    Former Member
    Posted on Jun 29, 2016 at 04:43 AM

    Hi Nadezhda,

    Ofcourse, you could now filter in Advanced search based on employee and then download to excel. You will get the relevant records which employee is responsible.

    However, as you mentioned it is still possible to download all records. You could post this as a requirement in the Idea place.

    Regards,

    Pavithran

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