CRM managers cannot see contacts and activitites created by me or other managers

This topic has 2 replies, 2 voices, and was last updated 4 years, 4 months ago by patrick groen.

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- September 6, 2020 at 3:00 pm #80054
  
  patrick groen
  Participant
  
  Hello,
  
  I am struggling with this issue for a long time now. If one of my CRM managers send an email, log a phone call or whatsoever, all other CRM managers doesnt see this activitities, Only the contact owner and the superadmin can see it. What can I do?
- September 6, 2020 at 9:53 pm #80066
  
  Mehedi Hasan
  Member
  
  Hello Patrick,
  
  Let me describe how CRM contacts work:
  -> Contacts and their activities can be seen by the contacts owners only, if you are an Agent. An agent can not see other agent’s contacts or activity.
  -> Manager can see all. All the contacts event if it owns by other agents as Manager has all the rights to see all.
  
  So, please make sure you do not have an agent role, rather, you have a CRM manager role from your user profile. Reference screenshot: https://prnt.sc/onr99a
  
  Thanks
- September 6, 2020 at 10:32 pm #80076
  
  patrick groen
  Participant
  
  Hello Mehedi,
  
  Thanks for your reply.
  
  U use this answer in other forum threads and I have seen it. Like I said, in my case. A user with CRM Manager role cannot see the activities, logs, or anything created by other users. Only the contact owner and the super admin can see it all.
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