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Selective view of files for clients in pro 14

Question asked by DazShaw on Jul 10, 2015
Latest reply on Jul 10, 2015 by philmodjunk

Title

Selective view of files for clients in pro 14

Post

Is it possible to allow a client limited access to our database

Min requirement they log in with own log in details and all they can see is their own cases we have on file

 

Max requirement they can log in with own log in details they can do as above but if the want to add a record they can i.e a new case for us to handle and if so can an alert be sent advising that a new case has been added.

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