Search found 2 matches

by marxistvegan
Mon Nov 20, 2017 2:19 pm
Forum: People
Topic: People access to CRM
Replies: 1
Views: 2659

People access to CRM

Hey all, As the owner/administrator, I created a new People and added them to a staff group which has access to CRM. However when I log in with that People account they only have access to one contact in the CRM records and not the over all list of 500. Is there some other Access right that I am mis...
by marxistvegan
Thu Sep 07, 2017 9:48 pm
Forum: CRM
Topic: recurring invoice
Replies: 3
Views: 11533

Re: recurring invoice

I submitted this as a question in the feedback support area and think this would be a great feature. It helps in annual planning.