Bradyhed10
10 months agoActive Contributor
New contact update
How are companies recommended to organize shared contacts with locations in different states and different customer basis? Also would be useful to be able to turn this off in admin. Currently...
- 10 months ago
Hi Bradyhed10 Happy New Year.
By design, shared contacts can be added and modified by everyone.
There are enterprise contacts, where contacts are only modified by the admin in the admin portal. An admin needs to re-upload all contacts each time they want to do modify contact (note this process is currently being improved).
Neither of these processes would allow you to control different state/branch within 1 pbx/organization. Access is controlled per organisation. Everyone in the organization can see all contacts from that organization. The quickess way to achieved your goal would be to have 1 organization per branch/state