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How to…Share a Record

Find the record you wish to share by searching for your record in the search bar.

search results screen in desktop version of BuddyCRM

 

share this record in BuddyCRM

When you have found your record, select the share icon  and a pop-up will appear.

A list of your colleagues will be displayed and you can click the plus icon  to share with individuals. In this example I have selected one colleague (Aydin Sullivan) to share my calendar with. This Screen Shot 2013-09-14 at 10.47.23 indicates that he is only able to view my record .

 

Screen Shot 2013-09-14 at 12.20.18

 

Should I click on Screen Shot 2013-09-14 at 10.49.23this will turn to green Screen Shot 2013-09-14 at 10.50.29 and he will also be able to edit my record.

If you wish to remove an individual, click the minus icon  .

Don’t forget to click Share to save your changes.

Updated on May 21, 2018

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