on 06-28-2016 4:34 PM
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
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
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
User | Count |
---|---|
8 | |
1 | |
1 | |
1 | |
1 | |
1 | |
1 |
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.