CRM: Configurable Offer - Generate Document Button
- Shekar Kadaba
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Version 9.7.0.0
The greymatter version 9.7 release now boasts the Configurable Offer - Generate Document Button, an innovative feature designed with security in mind. This functionality is role-based, ensuring that only CRM users assigned to the eligible role have access to the Generate Document button. This enhances document generation security, allowing organizations to control and restrict access to this critical feature based on user roles
Key features of the Generate Document Button include:
Security
- Based on CRM's native role-based security functionality
- Only users assigned to the eligible role will have access to Generate Document
Availability
- The Generate Document Button is available for both Program Applications and Accounts