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CRM & sales data · Use Klytic CRM
In Klytic CRM, the right to view or edit customer records is separate from the right to export them. Remove export from salespeople and contractors, and keep it for one or two people. The event log shows who created, edited or deleted a record, and when; it does not record simple views.
Your account administrator, or Klytic support at your request, sets the rights for each group. For customer records as for contacts, the right to export is separate from the rights to view, create and edit.
Export follows the person’s scope. A salesperson who only sees their own customers, and whom you left with the export right, would only export their own customers. The entire file can only be exported by someone who has both extended access to all customers and the export right. It is this combination that must be restricted. Setting scopes is described in Who sees which customers in Klytic CRM.
Removing the export right does not block day-to-day work:
These outputs concern one document or one customer. The export discussed here produces a file containing all or part of the customer or contact database. That is what makes it possible to walk away with a portfolio.
Rights prevent bulk downloads. They do not prevent an authorized person from copying what they see on screen. The best safeguard remains a viewing scope limited to the customers the person needs.
Klytic CRM can automatically record events in the history of the record concerned, with the author and date:
Separately, a security log can record logins, failed logins, and the creation, editing and deactivation of accounts and groups.
What the log does not tell you:
The events recorded are chosen in the service configuration. Ask support to check which ones are active on your account before you need them. Preventing exports relies on rights, upstream, not on the log.
Prepare the departure before equipment is handed back, not after.
If a large number of records have been edited or deleted, request a restoration from support. If the deletion was deliberate, when a salesperson leaves, this restoration is included, within the limit of 3 requests per month. An accidental deletion is handled through a paid support ticket. With the optional “recycle bin” extension, deleted records can also be recovered directly. Klytic CRM is backed up every hour and backups are kept for 30 days. Give the approximate date of the incident. This is not real-time control: backup repairs, it does not prevent. See Security and backup.
Restricting export within the team does not change your rights as a company. The file belongs to you: the people you authorize can export it, and at the end of the contract your data remains retrievable in standard formats, with assistance. The only question this page addresses is: who, within the team, has this right.
For the general framework, read Who owns CRM data.
No, the log records creations, edits and deletions, not views. Instead, limit each person’s scope: Who sees which customers.
Yes, sending a document to a customer is not a database export.
If you have subscribed to the optional “recycle bin” extension, first recover them from the recycle bin. Otherwise, request a restoration from support, with the approximate date. It is included in the event of a service malfunction, and for a deliberate deletion by an employee, for example when a salesperson leaves, within the limit of 3 requests per month. An accidental deletion or a handling error is handled through a paid support ticket. See Security and backup.
See Who owns CRM data.
Klytic support reviews your groups, your export rights and the events logged on your account.
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