Please vote for my Idea on Customer Permissions!
https://servicetitan-community.ideas.aha.io/ideas/COMMUNITY-I-582
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
