product suggestions

Slight changes to the permissions for "Customer Manager" so that they can see notes and communications entered by self and other users but NOT change these.

You have set up a type of user called Customer Manager. This is really useful and we use this for managers within our company who have to manage  the contact with around 40 companies.

One of the things that we ask our managers to do is write notes for each company. We used to do this on paper files.

We have tried to get our manager to write the short notes in the Company page in your system - they can write the note but under the current permissions of that role, THEY CANNOT SEE THEM.

 

Please could you change the permissions of this role as follows:

 

Add

Company search     (THIS IS REALLY USEFUL)

View Company Notes (IF THEY DO NOT HAVE THIS TEHRE IS NO POINT IN INPUTTING ANYTHING)

View company communications (AGAIN THEY COULD BE USING THIS BUT CANNOT SEE THE RESULTS)

 

We also want a true record of notes  - without anyone being able to go into other peoples records and changing or deleting them.

I would like the same role - Customer Manager to not have permission to change or delete notes.

 

Remove

Permission to edit or delete existing notes or communications

 

I do hope that this can be sorted as we cannot expand our effective use of the system as it stands

 

Thank you

  • Guest
  • Oct 24 2016
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  • Admin
    Dave Evans commented
    November 17, 2016 09:30

    Thanks for the feedback Hazel, as part of the new system we will be reworking the manager access. This is due to happen in Q1 of next year. I will ask a CSM to contact you at some point in December so that we can get a full understanding of your needs here.


    Many thanks,

    Dave