I have never used suite crm or seen it in action other than a quick play around with the demo. I have questions!
I have a client who wants to put all his customer information into a spreadsheet and then lock all of his employees out of the data (long story). Clearly this may solve his immediate issue but it will create a whole heap of business process problems the second he locks everyone out - his vision is they will go to the office administrator and ask her for the information!
My question is this can his employees have access to partial records, example
A property comes up for lease Jan 1, attached to this property is commercially sensitive information, the owner of the property, the business/tenant leasing the property, the lease expiry date, the monthly rental amount etc.
What he’d like is for his employee’s to be able to see this lease is coming up for renewal (via a calendar) at this property with this tenant including contact details, at this rental, but not be able to access the building owner or his contact details. Each agent would would have access to records by geographical location only.
Does suite crm do this out of the box, by way of plug-in or would there need to be some development to be able to restrict access on a field by field basis.
Is suite crm able to produce reports that shows when and by who records were accessed? If so, is this easy to do (as easy as writing a report from sql using access) or would it need some development.?
Thank you in advance to anyone who responds :))