Why is my database running slowly?
There may be a number of reasons why your CRM is running slowly. Here are some tips for isolating the...
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Record level access permission (RLAP)
Some organisations require a more granular level of security across their client records. The Record Level Access Permission (RLAP) feature... -
Edit User Permissions
The Community Data Solutions CRM system allows users with the manager role to manage the users of the database and... -
Add a User to a Team
The Record Level Access Permission (RLAP) feature allows restricting records in the system to be only visible to certain users... -
Remove a User from a Team
The Record Level Access Permission (RLAP) feature allows restricting records in the system to be only visible to certain users... -
Create a Team
The Teams module allows you to apply Record Level Access Permission (RLAP) feature allows restricting records in the system to... -
Create a Sensitive Record based on Teams
A Sensitive Record is a record that limits access to users depending on the following This is only available if... -
RLAP Module Configuration
The Record Level Access Permission (RLAP) feature allows restricting records in the system to be only visible to certain users...