Collaborate Better: Follower/ Multiple Users for a Contact👤

Collaborate Better: Follower/ Multiple Users for a Contact👤

Collaborate Better: Follower/ Multiple Users for a Contact👤

We're thrilled to introduce a highly requested feature in Contacts – the ability to add Followers and grant access to multiple users on the team.

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What's New?

  • "Followers" Field in Contact Details:

    A new field has been added while editing a contact. This multi-select dropdown shows all users in your sub-account.

  • Choose Up to 10 Users:

    You can select up to 10 users to follow a contact.

  • Visibility for Followers:

    Contacts that are following will be visible when the "only assigned data is ON" setting is activated.

  • Permissions for Followers:

    Followers will have the same permissions as owners, including access, view, and edit capabilities, similar to an owner.

  • Enhanced Owner Dropdown:

    Now, you can search for owners in the dropdown based on their name or email.

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Important Notes:

  • Restrictions for Followers:

    When the "only assigned data is ON" setting is active, Followers cannot change the owner of the contact. This is particularly true for users with the 'Sub-account USER' type.

Leverage this new functionality to enhance collaboration and efficiency within the team!

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