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Holiday Support Notice: Books Support will be unavailable December 24–25 and January 1 as we take time to celebrate the holidays.
Email support only will be available on December 26 and January 2. We will resume normal support hours outside of these dates.
Please email [email protected] and we will respond as soon as possible.

Happy holidays from the SkySlope Books team!

Limited Contacts

Created by Natalie Bidal, Modified on Fri, 23 May at 1:53 PM by Natalie Bidal

Limited Contacts  is a situation where the agent is not allowed to see all the Contacts in their organization. They will only see Contacts they created themselves, that have been shared with them, or delegated contacts.

 

The ability to only view limited contacts can be set up in Roles. Navigate to the left menu, and then to the Directory. Hover over the Directory on the menu, and then select Roles. From here, you can manage different abilities, such as viewing limited contacts, for each account role.

Limited_Contacts_1.png

 

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