System changes – my user restriction and relationships in groups

A couple of changes have just gone live:

  • If you use the “my user” restriction to limit access to profiles, there are new options about which activity records affected operators may see. System administrators can change this in the ‘security’ tab of global settings.
  • Groups using relationships will now by default not include the linked profile as the ‘second’ member of the group, but you can include them if needed by editing your group definition. We have also fixed an issue with communication recipients using groups.
  • You can now restrict custom activity fields to operators with manager or higher access level.

We’re currently working hard on a completely new and re-written help system – coming soon!