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 1/24/2012 9:57 PM
 
Hi,

we are using SplendidCRM Community edition.
We have 2 questions.

1. Our user login to the system and upload documents.
Currently the default view shows all the documents uploaded by all
the different users. We already categories users based on their roles. How do we
customize the default document view so that the logged in user see only the
documents uploaded by him ?


2.Our logged in user search pages show mass update section. How do we make it
invisible ?

Manu
New Post
 1/25/2012 12:31 PM
 

On the Admin page, there is a link under User Management that can restrict the system to only show records assigned to the user. This is a global flag so it will restrict Accounts, Contacts and Leads as well as documents.

If you need more granular control, our Professional edition has a team management feature that allows you to assign people to teams and teams to items.

New Post
 1/28/2012 4:35 AM
 
Thanks for the quick response. What about search page mass update issue??
New Post
 1/28/2012 3:23 PM
 

There is a MassUpdate configuration flag on each module. Just uncheck the flag in the Manage Modules administration page.

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