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[Solved] Notes section per Reseller and Company


techsource
Posts: 7
Topic starter
(@techsource)
Active Member
Joined: 3 years ago

Is there an option to add a notes to a reseller and company when you select them? For example, we have clients that have to go into certain mailbox databases, and it would be convenient if we had a notes popup at the top of the page when we select their company for the technicians to know to make sure to select the correct database.

 

Thanks

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Jacob Dixon
Posts: 1302
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(@jdixon)
Illustrious Member
Joined: 7 years ago

That is a good idea but you know that you can lock a company down to a specific mailbox database: http://kb.knowmoreit.com/how-to/how-to-lock-down-a-company-to-a-database/

Maybe doing that would be better?

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techsource
Posts: 7
Topic starter
(@techsource)
Active Member
Joined: 3 years ago

Can you lock multiple companies to one mailbox database?

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Jacob Dixon
Posts: 1302
Admin
(@jdixon)
Illustrious Member
Joined: 7 years ago

No, you can only lock a single database to a single company.

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techsource
Posts: 7
Topic starter
(@techsource)
Active Member
Joined: 3 years ago

Thanks for the clarification--the feature request for notes for each company would definitely be an appreciated feature.

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1 Reply
Jacob Dixon
Admin
(@jdixon)
Joined: 7 years ago

Illustrious Member
Posts: 1302

@techsource This feature was added a while ago but I didn't update this post.

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