Management Access

customertrax 1. Handle CRM 1.0

Users have access to activities they create or another user assigns to them, by default. CustomerTRAX can configure users/managers to have access to other user’s activity. These permissions show up in several places throughout the application.

  1. Report Filters
  2. Advanced search fields
  3. Home screen feed configuration (Based on assigned accounts.)
  4. Calendar
customertraxManagement Access