We're thrilled to introduce a highly requested feature in Contacts – the ability to add Followers and grant access to multiple users on the team.
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What's New?
  • "Followers" Field in Contact Details:
    A new field has been added while editing a contact. This multi-select dropdown shows all users in your sub-account.
  • Choose Up to 10 Users:
    You can select up to 10 users to follow a contact.
  • Visibility for Followers:
    Contacts that are following will be visible when the "only assigned data is ON" setting is activated.
  • Permissions for Followers:
    Followers will have the same permissions as owners, including access, view, and edit capabilities, similar to an owner.
  • Enhanced Owner Dropdown:
    Now, you can search for owners in the dropdown based on their name or email.
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Important Notes:
  • Restrictions for Followers:
    When the "only assigned data is ON" setting is active, Followers cannot change the owner of the contact. This is particularly true for users with the 'Sub-account USER' type.
Leverage this new functionality to enhance collaboration and efficiency within the team!