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  1. Permissions | Contacts - Private or limited access to certain contacts

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    submitted  ·  29 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Isabel van der Westhuizen commented  · 

    I get a lot of requests from clients that they would like their sales reps to be able to send statements this is not possible from invoice only settings. |Please add statements as optional field

    Further to select certain customers access to certain users as different sales reps do not want see all the sales reps sales numbers

    Isabel van der Westhuizen supported this idea  ·