The new version can be given to our client library users. The client library users will only see two "Sub Modules": Operator Segments, and CRM Campaigns. When lookup manager is given to a client library account the client user will only see the Operator Segments and CRM Campaigns "Sub Modules" nothing else.

These "Sub Modules" have also been enhanced to allow the user to view "Usage" and allow for the reassignment of dependencies to another record.

The addition of the Usage and Reassignment feature will allow the user to fully manage the list of Operator Segments or CRM Campaigns.

It is important to note that once a user has "Reassigned" all dependent records it cannot be undone. So instruct your clients carefully.

For the CRM Campaigns "Sub Module" not all records are editable. Those records where are managed by other facets of the system (Objective Planning, Pipeline, etc...) are read only. If a record is read only it is indicated as so on the Details page on the "Created By" line.

Coming releases of the Lookup Manager will include "Client Safe" versions of the following "Sub Modules" in order

No Sale Reasons

Operator Classifications (OPR Classifications)

Distributor Classifications (CDR Classifications)

Opportunity Stages

Relationship Ranks