Chat visibility
Amanda Aparicio
It would be great for all our Team Members to be able to see chats with clients without us having to tag them in the chat.
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Rochelle C.
Totally Agree! We are making changes in our firm and now the new Team Lead has to be individually added to be able to see the client chats :( -- This shouldn't be. We should be able to have global permissions to view all the client chats, plus permissions on which clients (based on what each team member manages) will receive notifications of activity. (PS There is atleast two Feedbacks with the same suggestion. At this moment the other I see has 36 upvotes, this one 11... I hope that is taken into consideration to give this prirority)
Autopilot
Merged in a post:
Client Chat Permissions
A
Alan Davis
It would be helpful to have a global setting in team users that allows us to turn on where like the owner of a company any user is able to see any chat with any client regardless of whether they were added to it or not.