Record

Record level access permission

Some organisations require a more granular level of security across their client records. The Record Level Access Permission (RLAP) feature...

Assign a record to a user

The Assigning Records to Users feature allows you to allocate records to specific users of the database to indicate their responsibility and/or...

Create a Settlement Services record

The CRM database Settlement Services functionality is tailored to each organisation.  Your Settlement Services pages may have a slightly different...