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Found 4 results

  1. Hi, I want to create staff users for my Sales People, but I only want them to see the clients they have sold a product to, I do not want them to see accounts of clients that are not theirs. I thought I could achieve this by creating different "Client Groups" and assign in the staff area only the group they can see. How can I configure something like this? Is it possible? Thanks, Gabriel
  2. Hello. With Support Manager enabled, is it possible to setup a per agent signature which is added automatically when an agent replies? If yes, then how do I do that? Thank you.
  3. I create a staff group and assigned several staff users to the group. The group is set to receive specific emails such as new invoices. However when I generate a new invoice it only gets BCC'd to my single admin account. Even if I added other staff as admin's they do not get them. Am I missing something in the set up to get staff groups BCC'd on certain emails?
  4. In Settings, System, Staff Groups, When i put check [ ] Packages (Check All / Uncheck All) and only view Package Group, Staff could delete packages. Staff should not delete any packages. When there is an option to add or edit, deleted should not be permitted. Thanks, Sakis
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