Would you like to identify your user accounts, accessing the application with an internal number?
With the "User references" app, add an internal code to each application user.
Manage homonyms in your staff and sales follow-up. This app provides you with a code linked to each member of your staff with access rights to the application, to facilitate the allocation of sales contacts.
Activating the :
- Adds a new "reference" field to user account records
- Enables new contacts/companies to be imported using this reference
To assign an internal reference number to a user, go to the "user accounts" menu in the "configuration" tab and :
- Modify an existing user file, or
- Add a new collaborator
Once the internal code has been linked to the user, use this information to import contacts/companies to be allocated to the employee. To do this, you need to activate the additional app: "Prospect and customer allocation".
The "allocation" column in the contact import is currently the field used to link a user name to a sales contact. With the "User references" app, enter the reference number rather than the employee's name in this column.
The user's reference number is then used to link and identify the user to the sales contact.
