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In our CRM, we have a COMPANY Table and a CONTACT Table (among others). Within each of these tables, we have a CLIENT view and SUPPLIER view.
PROBLEM: EXPANDED RECORDS
That said, when I expand a record in the Contact Table > Supplier View, I’m inunda...
+1 ! This feature is long overdue for us.
The ability to set access permissions per folder/subfolder would be a bonus!
Another approach to creating these granular permissions would be to create a new overarching Company Account (a hierarchical parent...