Managing CRM Activity Security

I want to read the white paper (with lots of screen shots) on CRM Customer Relationship Management.

Navigate to File > Security > Manage Roles.

Security for CRM Activities

To allow permission to use and to manage (specify the choices in the dropdown lists) CRM Activity Types and Categories, as well as use the Customer Activity window:

Tab	Item	Action
Accounts Receivable	CRM Activity	Enable on menu
		Add
		Edit
		Delete
	*this is the Credit (Sensitive) permission ->*	View/Edit Credit*
	CRM Manage Activity Categories	Enable on Menu
		Manage
	CRM Manage Activity Types	Enable on Menu
		Manage

* everyone may not need this

Security for CRM Activity Reports

To allow permission to view a single CRM Activity report and the CRM Activity Summary Report

Tab	Item	Action
Reports	CRM Activity Summary	View

Note

If a user does not have permission to create Credit (Sensitive) category CRM Activities, they will not be allowed to view or print them either.