Installing and setting the Record Lists app
The Record List application allows you to create your own lists to record important information and quickly find the necessary data using filters and sorting.
Create lists for managing any types of data – purchase proposals, suppliers list, equipment and materials inventory list, incoming and outgoing correspondence, list of contracts, access to the websites and services.
Custom list example
Link custom lists’ records with CRM Accounts and projects. In this case, they will be displayed on their cards.
Lists in the Account card
For each list, you can open an access to certain employees, allow them to edit or only to view the lists.
Installing and setting the application
Installation of the application is available only to portal administrators. Go to the Applications section and select Record Lists.
Go to it and install it:
After this you will see it in the list of installed applications.
You can give the access rights to the lists to employees in 2 stages: at the application level and at the specific list level.
To set access rights at the application level, go to the Get More Apps → Record Lists section. In the “Users and Roles” tab, assign Administrators and Employees. Administrators will get an access to all lists and will be able to create their own. Employees will see only those lists to which they will have an access. They will not be able to create their own lists. Additionally, you can close an access to the application.
Now you can create the list.