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15.4 Security Functions - Options for Information


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Within Security Settings additional options for actions exist for numerous types of information. Several examples include:
The ability to Add, Change, Delete, or Print out a Customer Contact.

Enable the ability to view or change specific fields within Company or Lead information. For a user to also have access to View, Add, Change, or Delete Opportunities within a Customer account.


For personnel information within a business contact there is the ability to view, add, edit, change, and remove different items within personnel.


Within accounting functions the ability to add, complete, remove, and remove if posted allow specific functions to be active with Employees.

This is ideal to enable and separate out functions for different groups such as Sales and customer service reps to be able to perform specific actions but also ideal for Accounting folks to be able to complete and edit items as necessary.

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