10.    Role based object access management and role based GUI.

iCRM Security model is role based. Basically it supports 3 roles: Administrator, Sales person and Employee. Each role access rights and GUI are show by the demo version.
"Role based GUI" means that for each role is provided with its own menu and views.
Object access management fully restricts access to not allowed data.
By customer request a set of roles may be extended and properly tuned.

11.    Organization knowledge management

Such simple from first viewpoint objects as Order Status or Task Priority may play an important role inside the organization. It is necessary to make sure that all team members understand the terminology in the same way. For this reason each simple Status, Prioriy, Task type is supplied with the Notes filed. For the employees’ and sales persons’ GIU the Settings is turned to the organizational knowledge base. This is the place where each newcomer or those who forget something may learn what is meant by each term in order not to make simple mistakes.