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

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.

Announcing our new sidebar

We've made it even easier to see financial information and tasks on the same page as the contact record by adding them to a sidebar.

Nurture customer relationships
with a simple list

It's true, using a simple list in your CRM does more than keep you organized, it helps you build relationships. How? Read on to find out.

Get started

Trusted by thousands of businesses worldwide

Sign up for free