by FibreCRM

Companies House is the UK's database for keeping records of every incorporated business and its directors. This module imports business and contact information directly from Companies House saving you time from manual entry and reducing typing errors.

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#438 - Assigned user

Closed Feature created by t Verified Purchase 2 years ago

Hi there
Just wondering if there has been an upgrade to assign the user

I have a sales team with specific roles & groups - love the plugin but when using it as no assigned user they are unable to edit the record furter

  1. fibrecrm member avatar

    FibreCRM Provider Affiliate

    2 years ago

    Hi,

    Can I confirm that you would like to add the 'Assigned to' field to the layout when importing companies into the CRM?

    Kind regards,

    Steve.

    • t member avatar

      t Verified Purchase

      2 years ago

      Hi :)
      Thanks for the reply
      Yes I think that would be great
      And it defaults to the current user like as if the user was creating the record

  2. fibrecrm member avatar

    FibreCRM Provider Affiliate

    2 years ago

    Hello,

    Understood, I will add this as a change request for a future release of the product.

    Kind regards,

    Steve.

    • t member avatar

      t Verified Purchase

      2 years ago

      Hello :)

      We are using this plugin in a UK sales environment, great plugin!

      We have up to 25 users actively using this plugin,

      I am regularly being asked for an estimated delivery on this feature?

      We have permissions on this CRM that do not allow users to view or edit Accounts that they are not assigned to

      There is a potential that 5 companies a day being added by each user,

      Every time a company is added through the plugin the user has to request to their manager to assign the record to them so they can carry on working on the record

      This is quickly becoming an issue for process

      Can you confirm the next release date?

    • t member avatar

      t Verified Purchase

      2 years ago

      and also assign the Contacts created through the plugin

  3. fibrecrm member avatar

    FibreCRM Provider Affiliate

    2 years ago

    Hi

    We have added the ability to assign imported records to different users and assignee also now defaults to the signed in user. Please download v.0.2.1 from the SuiteCRM store.

    Regards

    FibreCRM Team

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