v 14.0 Third Party 3
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Invoicing (account)
Website (website)
Lines of code 168
Technical Name jt_crm_security
LicenseAGPL-3
Websitehttp://www.jupical.com
Versions 16.0 17.0 15.0 10.0 12.0 14.0 11.0 13.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Invoicing (account)
Website (website)
Lines of code 168
Technical Name jt_crm_security
LicenseAGPL-3
Websitehttp://www.jupical.com
Versions 16.0 17.0 15.0 10.0 12.0 14.0 11.0 13.0

CRM Security

Now manage CRM application by differenet access rights.

This module has been tested in community version 14 only.


Highlights Of The Application

- Manage CRM application by access rights like User or Manager

- Configuration to give default access to users

- Configuration to give default access to SalesPerson

- Configuration to give default access to SalesManager


Complete process for configuration and functionality explained below.

After installation, go to Settings >> Users & Companies >> Users , open any user, here you can give access rights to perticular user like User or Manager




You can see CRM User can only access limited menus and features




You can see CRM Manager can access all menus and features




You can also assign default access to salesperson/salesmanager or any user, by activating feature from CRM >> Configuration




Contact us

Technical Help & Support

We offer free support of 1 hour if you are facing any issue with installation or setup. We make assure you are settting up with correct envirnment that our application support. We always welcome new changes/request be launch on the next revision of the applicaiton.

+91 7405449936 www.jupical.com

Our Services

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