Lead - Overview Tab - Field Restrictions

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  • ronea23
    Junior Member
    • Jul 2015
    • 29

    #1

    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
  • yuri
    Member
    • Mar 2014
    • 8931

    #2
    Hi Ronald

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

    • ronea23
      Junior Member
      • Jul 2015
      • 29

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

      Comment

      • yuri
        Member
        • Mar 2014
        • 8931

        #4
        Beta will be released very soon.
        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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