Horizon Online Support

    1.2 Security Options

Once CRM has been activated on your Horizon, you will have access to the CRM Security Options on the Login.

To gain access to these security options you need to browse to: Setup > Company > Logins > (Select A Login) > Define Security

You will now notice an additional tab CRM / Marketing, with the following options:

• CRM Actions
  Allows the login to access the Actions screen to view their Actions.



• CRM Actions Calendar
  Allows the login to view their Actions in a Calendar.



• CRM Allow Alerts
  Allows the login to view Alerts on the Actions screen.



• CRM Allow Alerts Setup
  Allows the login to setup Alerts.
  Only works if has access to Management/Setup.



• CRM Allow Finalise Action
  Allows the login to be able to complete Actions.



• CRM Allow Reassignment of Action
  Allows the login to reassign Actions to another login.



• CRM Campaigns
  Allows the login to view Campaigns.



• CRM Default To Old Style Call Popup
  Actions popup in the original ‘Call Manager’ style.
  Needs to be un-ticked when setting up a user to use Actions.



• CRM Force Action Outcome
  Forces the login to select a Outcome when creating an Action.



• CRM Force Action Reason
  Forces the login to select a Reason when creating an Action.



• CRM Force Action Stage
  Forces the login to select a Stage when creating an Action.



• CRM Force Action Subject
  Forces the login to select a Subject when creating an Action.



• CRM Force Action Target Date
  Forces the login to select a Target Date when creating an Action.



• CRM Force Action Title
  Forces the login to select a Title when creating an Action.



• CRM Force Action Type
  Forces the login to select a Type when creating an Action.



• CRM Hide Management / Setup
  Restricts the login not to have access to the Management / Setup Area.
  Needs to be un-ticked to allow access.



• CRM Hide Overview
  Restricts the login not to have access to the Management / Setup Area.
  Needs to be un-ticked to allow access.



• CRM Prevent Modify Action History
  Prevents the user from modifying the Action History Note.

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