I have a group of users who, when required, need to log in to the CRM and only see 1 maybe 2 forms. These forms will not look like my normal user forms so I need to design them.
What will be the process to restrict what they will see and for access the form(s) I design for them. For the sake of this enquiry, lets say they will need to see some fields from Contacts and be able to create an activity. They must not be able to see activities other than their own.
Appreciate your comments. Thank you
Regards