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Lead - Overview Tab - Field Restrictions

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  • Lead - Overview Tab - Field Restrictions

    Dear Team,

    How to assign permission or disable access to the Lead Overview tab.

    If i enable the access ( edit) to the assignee (sales role) , the sales agent should not be able to change the name / email / phone.

    The Sales agent should be able to change only the status,source,opportunity amount etc. (attached the present pic)

    How to address such things in Espo ?

    I have tried in administration, but nothing is working out, is there a way ?

    Regards,
    Ronald

  • #2
    Hi Ronald

    This will be available in the next release. ETA: Feb 2016

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    • #3
      Any dates Yuri, coz we are now in Feb2016 ??

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      • #4
        Beta will be released very soon.

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