Hi. Have a question about building a multiuser CRM experience?
I have reviewed the Manager user stuff. I don't see a way to assign users ownership to objects like contacts. Is there a way to do that I'm missing, or any addons that make this happen?
I would like to see this getting implemented. We should be able to assign one or more owners to each contact. It should happen automatically based on some conditions or manually.
Shahjahan Jewel , Any chance it can be considered in fluentCRM 3? Mailchimp has it and we are trying to migrate to fluentCRM
Has anyone figured this out? We are using our CRM for client notes and we need to ensure that managers can only see the client notes for those assigned to them.