Contacts in CRM Agent Accts

Front Page Forums CRM Contacts in CRM Agent Accts

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    • #8690

      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.

    • #8709
      Shawon Chowdhury


      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 🙂

    • #8732

      how do i customize it?

    • #8733
      Shawon Chowdhury


      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 🙂

    • #8971
      Omar A

      I have interest in this role too. Like add check box under name (Only) beside or under the contact owner for each customer.

    • #9052
      Shawon Chowdhury

      @Omar A,

      You can add this check box field by customizing WP ERP -> CRM.

      Let me know if you need more information. Thanks 🙂

    • #9237

      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…

    • #9270
      Shawon Chowdhury


      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 🙂

    • #15542

      Could you give me some guidance?
      What files would you have to edit?

    • #15926
      Shawon Chowdhury


      You have to modify the role CRM agent in that case.

      Thanks 🙂

    • #21542

      Anyone have any movement on this? I would LOVE this functionality

    • #22147

      I have interest in this role too.

    • #22557

      quản lý thông tin khách hàng
      phần mềm quản lý quan hệ khách hàng

    • #23362

      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 🙂


    • #24683

      I would also request you this feature..

    • #24783

      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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