Hi, has anyone else realized that once you get access to Mobile CRM, you can create quotes, orders and customers even if the actual end user don’t have the proper access for that? Is there a way to apply menu securities defined in Epicor into Mobile CRM?
Thank you very much
there is a write/read only/no access capability for each menu item in the Mobile CRM app. You have to set the security from within the app (stupid I know, but I’ve asked repeatedly to fix it). I recommend that you have a couple of security groups set up and set the security by group rather than by person if you have a lot of people using it.
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Hi Mike, I really appreciate your help. I couldn’t find it yesterday but got it now. Thanks again
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Glad to help!!