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How to Disabled Export to Excel in On line CRM ? RRS feed

  • Question

  • How to Disabled Export to Excel in On line CRM ?

    Thanks & Regards 

    Alok Kumar Sharma 


    Alok Kumar Sharma

    Friday, July 31, 2015 9:55 PM

Answers

  • Hi Alok

    First, open up the Security Role you want to change (Settings | Security | Security Roles).

    Once you have opened the Security Role, click the Business Management tab.  Scroll down to Privacy Related Privileges.

    Look for Export to Excel, and un-select it.

    You will need to do this for each Security Role that you are using.

    I hope this helps!

    Brad Orders


    Brad

    Saturday, August 1, 2015 1:09 AM

All replies

  • Hi Alok

    First, open up the Security Role you want to change (Settings | Security | Security Roles).

    Once you have opened the Security Role, click the Business Management tab.  Scroll down to Privacy Related Privileges.

    Look for Export to Excel, and un-select it.

    You will need to do this for each Security Role that you are using.

    I hope this helps!

    Brad Orders


    Brad

    Saturday, August 1, 2015 1:09 AM
  • Hi Brad,

    Many Many Thanks 

    Thanks 

    Alok Kumar Sharma 


    Alok Kumar Sharma

    Monday, October 26, 2015 7:18 PM