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Agribusiness Client Ideas Portal
Status Not on the Roadmap
Created by Guest
Created on Feb 20, 2024

Add New Security to the Customer Contacts on Customer Details

No description provided
Date Submitted Feb 20, 2024
MerchantAg Modules Accounts Receivable
MerchantFIN Modules Not Applicable
Product MerchantAg
Who will benefit from this idea? (Department and/or Job Title) Operations Manager
What problem does this Idea solve?

User would like to see new security options added for Customer Contacts under Access Customers. They would like to see the following Security options:

Level 0 - View only

Level 1 - Create/Edit/Delete Own Contacts

Level 2 - Edit/Delete All Contacts


Level 0 should only allow user to view contacts on the Customer Detail form

Level 1 should allow user to create contacts as well as edit and delete contacts they have created.

Level 3 should allow user to create contacts as well as edit and delete all other contacts.

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