Control who can export

Duncan Stockdill posted in Product June 26, 2011

One of the popular requests we’ve had from customers is control over which users can do a full export of contacts. A number of customers have told us they’ve spent years building up their customer database and so they feel it should be possible to prevent some or all of their users from exporting a copy to keep for themselves.

It’s now possible to control which users can export contacts, opportunities and cases to CSV or vCard file. When adding or updating a user, the following option will appear:

Export settings

If the right to export is removed from an administrator then the administrator will not be able to assign the right to other users.

Read more about product

Investing in Capsule

Investing in Capsule

Last year we celebrated our 10th anniversary of Capsule. It was a chance to reflect on how Capsule has grown with thousands of customers in...

June 2020 Product Updates: New Task Assignment Emails, More Customization and Enhanced Security

June 2020 Product Updates: New Task Assignment Emails, More Customization and Enhanced Security

## Receive Task Assignment Emails Stay in the know by receiving an email whenever a task is assigned to you. You can opt in to...

The easiest way to organize your CRM data

If you're looking for an easy way to organize your data, Capsule Tags and DataTags will help. Here's all you need to know.

Get started

Trusted by thousands of businesses worldwide

Sign up for free