'LifeWEB'
LifeCRM – Enhanced view/edit options for individual admins
5 OCT 2016 0
We've updated our LifeCRM tools to allow our clients more flexibility in assigning who can see, edit, and add new customers.
For businesses that assign separate customers or accounts to individual administrators, there is a new toggle setting that will allow admins to switch between seeing all clients, or just their own. This will help when you just want to quickly review or sort through your own customers.
Furthermore, there are new configurable settings to limit access and editing privileges to different customers or accounts. While all admin can see every customer profile if they wish, you can now make it so only the admin in charge of an account is permitted to make changes to it.
If you need any help adjusting these settings, or any other aspect of the LifeCRM, let us know at support@lifelinedesign.ca!