What this solution does
The set of fields in CRM cards is adapted to the roles of employees within business processes. This module allows modifying fields in any CRM entity for large groups of users without involving the portal administrator.
The responsible user selects a 'Source'—an employee whose field settings serve as the template—and a 'Recipient'—the user or group of users to whom changes are applied. Before applying the preset, a preview of the source's field set is available to verify the correctness of the configuration.
Module capabilities:
- Configure standard field sets for user groups based on a template without portal administrator involvement.
- Select source and recipient for changes.
- Preview the preset before application.
General iT can install and configure this module and check how it works on your website.