Mass emails errors

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  • dabasystem
    Member
    • Jul 2018
    • 51

    Mass emails errors

    Hello,
    We have a serious problem. We have users with specific permits. They can not see the same leads. Everything works well, except the mass emails ... they create their own reports and when they perform the "populate from report" they only see their leads, but the system sends the mass emails to all the leads !!! be of the user that they are !!

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  • yuri
    Member
    • Mar 2014
    • 8440

    #2
    Hi,

    I recommend that you create separate reports that will display only records allowed to be seen for certain users. And disable an ability to create reports for those users.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

    Comment

    • dabasystem
      Member
      • Jul 2018
      • 51

      #3
      Hello!
      This is how it was configured. Helped all the reports of all users and returned to perform the same operation ... but I still inserted all the leads of all users in the target list ...

      Comment

      • yuri
        Member
        • Mar 2014
        • 8440

        #4
        I mean creating mutlitple reports like: Leads for Team 1, Leads for Team 2. These reports should have filters by team.

        It will make a trick if you restrict access by teams.
        If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

        Comment

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