Hi
I have successfully got this up and running (at least I think I have!) but I cannot find a way to assign companies or contacts to specific users. I would assume that there must be a way to do this other than setting records marked as private, otherwise every user would run the risk of calling someone else's clients.
I have checked this by getting users to create their own companies and contacts. I have also imported from a csv file companies where I have given each company a "created by" user id. All to no avail.
Also as administrator, if someone marks their contacts etc as private, I can't see them, which as administrator I thought I would have ultimate permissions.
Otherwise I like it a lot, but it will not be usable for us if we cannot separate our clients.
Thanks in advance!