CRM managers cannot see contacts and activitites created by me or other managers

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    • September 6, 2020 at 3:00 pm #80054
      patrick groen
      Participant

      Hello,

      I am struggling with this issue for a long time now. If one of my CRM managers send an email, log a phone call or whatsoever, all other CRM managers doesnt see this activitities, Only the contact owner and the superadmin can see it. What can I do?

    • September 6, 2020 at 9:53 pm #80066
      Jay
      Participant

      Hello Patrick,

      Let me describe how CRM contacts work:
      -> Contacts and their activities can be seen by the contacts owners only, if you are an Agent. An agent can not see other agent’s contacts or activity.
      -> 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

      Thanks

    • September 6, 2020 at 10:32 pm #80076
      patrick groen
      Participant

      Hello Mehedi,

      Thanks for your reply.

      U use this answer in other forum threads and I have seen it. Like I said, in my case. A user with CRM Manager role cannot see the activities, logs, or anything created by other users. Only the contact owner and the super admin can see it all.

    • January 4, 2023 at 5:02 pm #114951
      Md. Yeasin Arafat Mamun
      Keymaster

      Hello there,

      I hope you guys are doing well.
      I apologize for the late response. This forum has been closed and I am going to close this topic.
      Please feel free to contact us directly-> https://wperp.com/contact/ so that we can help you soon.

      Thanks,

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