Seeing who a client is assigned to
Lauren Ellis
We have our permissions set up so each sales consultant only has access to their own clients. However, if a client of the gallery calls, there is no way for the person on the phone to know who they are working with if the client happens not to be assigned to them. Can there be a way for a person to see who a client is assigned to without having access to editing the record?
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Melissa MacDonough
Yes. we need better refined options for permissions. All on or all off is not efficient. WE need a view everything, but only edit their own setting. That is what i came to ask for today.