Ability to Group CRM Contacts by Family or Company and Assign Permissions for the Group

WebinOne Backlog
2

Hi @shannonlynd.
It doesn’t look like any contact grouping/relationships will be coming with the first iteration of the Advanced CRM so you may need to mimic a similar setup to what you have in BC.

For the backlog, I think it would be good to seperate the 2 main concepts you’re describing here (if I’ve interpreted them correctly):

  1. CRM relationships
  2. Secure Zones assigned to CRM relationship entities (ie: Company, Employee, Family, etc.)

But I’m not 100% sure on the specific requirements/ideas you had for these if you’d like to elaborate/clarify for the backlog?