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.

  • Once you restrict the access for the agent, he/she cannot edit or delete notes anymore.

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