October 09, 2026Documentsimprovement
Clients and assignees on documents without full CRM rights
People who work on back-office documents can search accounts, pick an assignee, and add a short client or supplier record.
- Broadens who can search accounts, list assignees, and create minimal accounts.
- Relaxes CRM-related authorization so back-office document users (sales, purchase, treasury, production, and others) can use shared pickers without full CRM rights.