InsuredMine CRM | Optimize and Grow Your Insurance Agency

Restrict Edit/Delete Notes

Admin can restrict edit or delete notes action for selected agents.

 

To view the enhancement:

 

  • Navigate to settings

  • Click on restrictions

  • Scroll to notes 

  • Enable or disable the slide button to restrict edit or delete notes option for selected agents.

/"/"
/"/"

 The respective agent can no longer edit or delete notes anywhere in the portal.

Related Articles

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

PHONE

OUR LOCATION

Search
Generic filters

Most Search: Ams360Release Notes