Front Page › Forums › CRM › Contacts in CRM Agent Accts
- This topic has 15 replies, 10 voices, and was last updated 5 years, 10 months ago by Vadodara Expert Realtors LLP.
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July 29, 2017 at 6:52 am #8690ericm757Participant
Is there a setting where I can have each CRM agent only allowed to see the contacts they own and not the entire database of contacts?
Right now everyone can see everyones contacts and I only want the CRM agents to see only the contacts they own and no one else’s. -
July 31, 2017 at 8:18 am #8709Shawon ChowdhuryModerator
Thanks for writing on WP ERP forum.
In WP ERP there are no such settings by-default.
But, you can achieve it by customizing WP ERP plugin if you want.Feel free to let me know if you are in need of more help 🙂
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August 1, 2017 at 9:41 pm #8732ericm757Participant
how do i customize it?
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August 1, 2017 at 11:52 pm #8733Shawon ChowdhuryModerator
You have to make changes in the permissions of WP ERP -> CRM and you can make these changes by hiring a developer.
We’ll surely try to assist you by providing information like- if your developer needs to know any file location or existing hook or filter.Thank you 🙂
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August 8, 2017 at 9:05 pm #8971Omar AParticipant
I have interest in this role too. Like add check box under name (Only) beside or under the contact owner for each customer.
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August 10, 2017 at 10:41 am #9052Shawon ChowdhuryModerator
@Omar A,
You can add this check box field by customizing WP ERP -> CRM.
Let me know if you need more information. Thanks 🙂
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August 21, 2017 at 3:18 pm #9237dworthingtonParticipant
I need this role as well. It seems to me it should be easy to build in – all the required information and functionality are already present, just need to hook everything up. Sure would rather buy than build, however – just makes more sense to me for support and compatibility going forward…
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August 23, 2017 at 12:41 pm #9270Shawon ChowdhuryModerator
Imagine a scenario where two agents are adding same contacts somehow. Then?
So we think that every agent should be able to see all the contacts.Thanks and feel free to share your thoughts 🙂
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April 5, 2018 at 5:42 pm #15542eformatParticipant
Could you give me some guidance?
What files would you have to edit? -
April 13, 2018 at 2:21 am #15926Shawon ChowdhuryModerator
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September 26, 2018 at 5:51 am #21542tophealthcoachesParticipant
Anyone have any movement on this? I would LOVE this functionality
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October 9, 2018 at 8:41 pm #22147pramirezbParticipant
I have interest in this role too.
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October 18, 2018 at 10:27 am #22557lehungcrmno1Participant
quản lý thông tin khách hàng
phần mềm quản lý quan hệ khách hàng
crmviet.vn/4-phan-mem-quan-ly-nhan-su-mien-phi-pho-bien-hien-nay/
crmviet.vn/mau-thu-cam-on-khach-hang/ -
October 29, 2018 at 4:34 pm #23362NayemParticipant
Hello pramirezb,
We have added this as a feature suggestion on our log. If we get more request on this feature then we will think about it to implement in near future 🙂
Cheers!
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November 22, 2018 at 7:29 pm #24683Vadodara Expert Realtors LLPParticipant
I would also request you this feature..
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November 23, 2018 at 9:17 pm #24783Vadodara Expert Realtors LLPParticipant
I have hired a developer and he wants to know which file to be edited. But it would have been better if you provided the edited file if the editing work is not much, this would have made our work very easy as it is being requested by many users.
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