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Customer remote access to CRM

Answered Customer remote access to CRM

  • Tuesday, 15 May 2012 11:23 AM
     
     
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    Hi,

    I’m a bit of a newbie with CRM and I’m struggling to find a solution to one of the requests I’ve had.

    Basically, we deal with warehouses that control retail stores, the stores themselves will be logging customer service calls, but the warehouse needs access to view open cases for the stores.

    Since we have several warehouse customers who have nothing to do with each other, we don’t want them viewing the cases of other warehouse’s stores.

    Each warehouse exists on CRM as an account, with all their stores being sub-accounts, is there an easy way to give the warehouse a CRM logon which allows them only to view their own store’s cases? Is this doable without a custom web portal?

    Any guidance on this will be deeply appreciated.

    Regards,

    Adam Astles

     

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