More Permissions for Customer

ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Please vote for my Idea on Customer Permissions!

I would love to see more breakdown in Customer Permissions for the Employees.

Right now:

  • There is one customer editing permission called "Edit Customer"


What I would Like:

  • Separate permissions for different levels of customer editing. Such as:
    • Edit Customer Name
    • Edit Customer Address
    • Edit Customer Contact Information (could separate this to Phone Numbers and Email or just do together)
    • Edit Membership Information (right now, if edit customer is not checked, you can't edit memberships on the customer account either)


I hope this makes sense, and can be a future addition to permissions!

Renee Lenox - Service Specialties Inc. | LadyTitans Board Member