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CRM assigned by not showing up
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In the CRM assignment I have it all working correctly, but it does not show who assigned it to whom.
I assigned one to one of my staff, she gets it but the assigned by is blank
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Currently, if the admin account assigns it then it stays blank. If a worker account assigns a task then it will have them marked as the assigned by person. I'll make a note to update this.
Currently, if the admin account assigns it then it stays blank. If a worker account assigns a task then it will have them marked as the assigned by person. I'll make a note to update this.
ok thanks
i guess now i that we are about to be up and running fully i should start using my account login instead of the admin login.
is there a benefit one way or the other to use a user login instead of an admin log in?
ok thanks
i guess now i that we are about to be up and running fully i should start using my account login instead of the admin login.
is there a benefit one way or the other to use a user login instead of an admin log in?
There is a benefit to using a worker account instead of the admin. It will log your name when you do things for one.
There is a benefit to using a worker account instead of the admin. It will log your name when you do things for one.
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