Ideas for SalesPad Desktop

security for edit on CRM notes

In SP mobile, add security, so that the log in user can only edit their own CRM notes- not that of others. Ideally we want them to see all notes- just not edit others. 

The only setting I have found is the "CAN EDIT AND DELETE CRM NOTES" which when set to true, allow edits and delete of any CRM note created. Ideally I am ok with them seeing other CRM notes created- just want them to be able to only edit the ones they created.

  • Bruce Barber
  • Dec 2 2019
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