Customer View Limit for Sales Reps and Technicians


Expanded Setup Guide

SecurityTrax now gives you control over how long a Sales Rep or Technician can view a customer record. For example if you would like to limit your Sales Reps from viewing the customer record for a certain number of days after the sale date now you can. To use this feature go to:

Now this user will be restricted from viewing the customer record the number of days specified from the date of the initial sale date.

NOTE: Be aware that Technicians may need access to customer records due to Service Calls so give them more days to view the customer record or don’t restrict them at all.