In the Client Database section, you can view information about all customers who have interacted with your company.
You can manage access settings to control who can view and delete clients, create, view, and edit comments. With these settings, you can ensure that sensitive customer data is only accessible to authorized personnel, while also enabling collaboration among team members who need to work with client information.
As an example, the administrator role has restricted access in certain areas of the system. They are unable to view phone numbers in the list or individual customer cards, and cannot delete clients or download the list of clients in Excel format. However, they are able to add comments to client records and view existing comments.
Here you can set up the right to view only those clients who visited a particular employee.
Comments