Contact created by one employee is not visble to other employee.

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    • December 22, 2019 at 10:53 pm #60300
      Foxperi
      Participant

      Hi I have an issue with WP ERP. According to the forum of CRM I can see that contact should be visible to all employee by default. But it is not the case with me. If one of the employee creates one contact other employee cant see it. It causing duplicate entries is there any way to fix it.
      Is there any setting which I need to change?

    • December 23, 2019 at 9:52 am #60360
      Jay
      Participant

      Hello,

      It’s not the Employee actually, Agent. CRM agents have access to the contact, Employee doesn’t have.

      Let me describe how CRM contacts work:
      -> Contacts can be seen by the contacts owners only, if you are an Agent. An agent can not see other agent’s contacts.
      -> Manager can see all. All the contacts event if it owns by other agents as Manager has all the rights to see all.

      So, please make sure you do not have an agent role, rather, you have a CRM manager role from your user profile. Reference screenshot: https://prnt.sc/onr99a

      I hope this helps 🙂

    • July 31, 2020 at 7:38 am #77875
      YAPPA SA
      Participant

      I have all the roles but I can’t see what other managers add. @_@

    • January 17, 2023 at 6:13 pm #115548
      Md. Yeasin Arafat Mamun
      Keymaster

      Hello there,

      I hope you guys are doing well.
      This forum has been closed. Please feel free to contact us directly-> https://wperp.com/contact/ so that we can help you soon.

      Thanks,

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