RCM:Changing company customer's visibility

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It may be useful to restrict customers's visibility to certain departments and/or employee activities .

To change a customer visibility:

1. Click Company Customers in the navigation menu.

2. Click Image:ICO_editing_company_customer.png against the name of the customer that you want to edit.

Contents

Note

Use Filter pane to find required customers. Fill out the necessary fields to apply filtering to the list of customers: First name, Last name, Title, Company name.

To clear the field values and apply another filter, click Clear filter.

Set customer visibility
Set customer visibility

3. Click Image:ICO_set_permissions.png Set permissions in the action bar at the top.

Set customer visibility
Set customer visibility

4. Select departments and/or activities that will be able to see this customer. If none selected, that means that the customer will be visible to all.

Set customer visibility
Set customer visibility

Note

Use Ctrl+left click or Shift+left mouse click to select multiple departments.

5. Click Update when done.

Note

All changes will be applied to employee's phone only after synchronization that will happen according to the time interval set in the Settings. Alternatively, the sync can be done manually by an employee from his phone.

See also

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