Common Data > Customer
Optional Setting
Posted by i3Teamworks Admin on 31 Jan 2018 8:54pm

1. From your Main Dashboard, go to Common Data and click on Customer

Custom setting as follow:

  • Allow List - User in this list will have access to all customers data

        Tap on  and choose . Then click on 

       

  • Customer Sharing Option - Set Rules for sharing option.

       Tap on  and choose . Then click on

      

  • Customer Status

         Tap on  and choose