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Version: 1.3.2

Version 1.1.0

New features

  • A separate partner portal can now be created for each sales direction from the burger menu of the sales direction form. At this stage, the created portal has no content, but in future releases, employees will be able to register opportunities and create tasks on the portal of their sales direction.

Improvements

  • The values of the Name, TIN and Product page link fields now must be unique for the selected sales direction when adding a Partner record.
  • A new field Account manager is added to the Partner form. In addition, the titles of the fields and related lists have been improved.
  • The access level for the crm_sales and crm_manager roles for viewing and editing the partner records has been changed:

Role

Read

Write

crm_sales

Allowed for:

  • the partners of the user's sales direction.
  • the partners which the user is the account manager, responsible or the Manager of the responsible employee for.

Allowed if the user is the partner account manager or is responsible for it.

crm_manager

Allowed for:

  • the partners which the user is the account manager or the Manager of the account manager for.

Fixes

DEF0018044: The Activate / Deactivate buttons were displayed for a user without the crm_manager role. The access permissions have been corrected.