Next: CRM's Main Page Up: Customer Relationship Manager (CRM) Previous: Customer Relationship Manager (CRM)
Rights related to Customer Relationship Manager
They are ruled at the Modify User Page for instance as follows :
For this user :
[Menu script user rights :]
- CRM - Menu : rules the access to the CRM add-on ;
- CRM - Commercial actions : rules whether a is available at the Client Management Page for client-related action popup to be displayed ;
- CRM - Forms : rules whether a is available at the Client Management Page to generate client-related predefined forms.
The other rights as displayed under [CRM user rights :] rule the management (reading, creating, modifying and deleting) of CRM's components :
- Actions ;
- contacts and contact lists ;
- campaigns ;
- letters ;
- predefined form models.
Next: CRM's Main Page Up: Customer Relationship Manager (CRM) Previous: Customer Relationship Manager (CRM)