Stored Contracts and Company Documents

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    • #87573
      AppleZed
      Participant

      Is there anyway to store contacts and Company Policies for each employee? They log in and see their own Contract?

      Also is there a way to make the announcements look better? Rather than just simple text?

    • #87695
      Mehedi Hasan
      Moderator

      Yes, you can do that. If you provide CRM Agent permission to an Employee, he/she can see and manage contacts that they owns. Let. me describe:

      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.

      I hope this helps 🙂

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