Description
Supported :
Enterprise
Community
CBMS.sh
Salesperson Own Contacts CBMS Apps
Sales Person Own Customer CBMS Apps
Salesperson Own Contacts-Customer CBMS apps helps to manage sales person’s own contacts and customers only, it’s only visible and display contact belongs to that particular sales person. When users have ‘Sales/Own Documents only’ group access then those users can only see their own contacts menu under CRM which only shows contacts belonging to user login as salesperson of contacts plus those contacts which doesn’t have any salesperson. When users have ‘Sales/All Documents’ group access then those users can see all contacts data.
Features
Display Own Contact Menu on Contacts
You can see user can only access his contacts using Own Contact menu.
Customers Menu Visible to Sales/All Documents User Only
You can see Customers menu should only visible to Sale/All Documents user on Sale order and CRM.
User Configuration for “Own Documents Only” Group
Goto Settings -> Users & Companies -> Users in that select Sales/Own Documents Only user group.
Display Own Contact Menu in Kanban View
You can see contacts menu should invisible/hide and display own contact menu, It should shows only those contact where login user as salesperson of contacts plus those contacts which doesn’t have any salesperson.
Display Own Contact Menu in Tree View
Display Own Contact Menu in Form View
You can see form view of own contact in that login user as salesperson of contacts.
Invisible Customers Menu On Sale Order
You can see customers menu should hide/invisible to Sales/Own Documents Only user on sale order.
Invisible Customers Menu On CRM
You can see customers menu should hide/invisible to Sales/Own Documents Only user on CRM.
User Configuration for “All Documents” Group
Goto Settings -> Users & Companies -> Users in that select Sales/All Documents user group.
Display Contacts Menu in Kanban View
You can see contacts menu should only visible to Sales/All Documents user.
Display Own Contact Menu in Kanban View
You can see contacts and own contact menu both visible to Sales/All Documents user, It should shows only those contact where login user as salesperson of contacts plus those contacts which doesn’t have any salesperson.
Visible Customers Menu On Sale Order
You can see customers menu should only visible to Sales/All Documents user on sale order.
Visible Customers Menu On CRM
You can see customers menu should only visible to Sales/All Documents user on CRM.
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Free Support
You will get 90 Days free support incase any bugs or issue (Except data recovery).
At CBMS TECHNOLOGIES LTD we offer end to end solution for CBMS services. Which includes analysis & consultation on the workflows and integration part. Please note that You’re not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@mycbms.com or raise a ticket on support.
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