Disabling Export Function RRS feed

  • Question

  • We would like to disable our sales reps' ability to export bulk records (ie. leads, contacts, accounts) into excel so that we can prevent them from sending mass email blasts/spam to our customers. Is there a way to disable the export function for specific security roles?
    Tuesday, April 14, 2015 6:15 PM

All replies

  • hi Della,

    export to excel is a privilege and can be removed from the security role. Please note that security roles are cumulative. So if a user has one role that allows him /her to export, then he will see the export button.



    Tuesday, April 14, 2015 8:20 PM
  • Hi Della,

    This can be handled via permissions as mentioned above. One other solution would be to simply hide the Export button from the Ribbon for the intended entities with a tool such as Ribbon Editor

    Tuesday, April 14, 2015 10:48 PM