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

The iCRM Security model is role based and basically supports three roles: administrator, salesperson, and employee. Each one’s access rights and GUI are shown by the demo version.
“Role-based GUI” means that each role has its own menu and views.
Object access management fully restricts access to certain types of data.
By customer request, a set of roles may be extended and properly tuned.

11.    Organization knowledge management

Such simple considerations as Order Status and Task Priority may be important for an organization. It is necessary to make sure that all team members understand all terminology in the same way. Accordingly, each simple Status, Priority, and Task type has a Notes field. For employees’ and salespersons’ GIU, the Settings is tuned to the organizational knowledge base, where each new person or anyone who has forgotten something may learn what each term means so that simple mistakes can be avoided.