An Audit trail of changes is recorded. This appears on the Audit tab and identifies the field and data change made. The Audit tab appears once it is S...
Tue, 7 Dec, 2021 at 9:45 AM
These entries only affect planning and can be ignored if it is not used. Maintain Protected Tasks Is checked if users with this profile are able to...
Tue, 7 Dec, 2021 at 9:45 AM
You only need to make settings here if you use the Strategic Planning module. Forecasts Edit Forecasts indicates if users can ...
Tue, 7 Dec, 2021 at 9:45 AM
Client Group Access: determines the level of processing allowed for client group records, which are used to categorize clients. Account Fe...
Tue, 7 Dec, 2021 at 9:45 AM
An Audit trail of changes is recorded. This appears on the Audit tab and identifies the field and data change made. The Audit tab appears once it...
Tue, 7 Dec, 2021 at 9:45 AM