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Assigning Clients to Employees Options · View
Andrew
Posted: Friday, January 13, 2012 3:43:16 PM
Rank: Newbie
Groups: Member

Joined: 1/13/2012
Posts: 1
Points: 3
Location: Florida
I thought this feature was available when I purchased the software, however I am having a very difficult time finding it.

What I want to do is assign a specific list of clients to individual employees. There is no reason for employees to see every client (in fact this would be an issue).
eugsam
Posted: Monday, January 30, 2012 7:17:58 AM

Rank: Administration
Groups: Administration , Member

Joined: 5/5/2008
Posts: 110
Points: 239
This feature is in the pipeline.



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