Segmenting customers into certain admin views

  • shawnwelchthesignchef

    (@shawnwelchthesignchef)


    5 years ago

    First, I’m trying to see how other admin/users can view only their customers. Not orders or quotes. It’s not jumping out at me in the free download trial and I’m not seeing in docs.

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  • Plugin Author Mike Stott

    (@mikemayhem3030)

    Hi,

    The CRM is a team CRM so the contact list is a shared list between all members on the team.

    CRM sites and teams: https://zerobscrm.com/coming-soon/

    Is an extension / feature request which will allow you to setup segregated teams within the CRM who can only see a subset of contacts – this will be a premium extension though – what’s your use case for wanting users to see only their contacts?

    As for turning off transactions and quotes, you can do that from the Tools -> Manage Extensions and then “Core Modules” at the bottom.

    If you have any further questions, please do send them via our helpdesk (it’s manned by more people)

    https://kb.zerobscrm.com/submit-a-ticket/

Viewing 1 replies (of 1 total)
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