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[Solved] Notes section per Reseller and Company

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Topic starter
(@Anonymous)
Joined: 1 second 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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Posts: 1563
Admin
(@jdixon)
Noble Member
Joined: 9 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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Topic starter
(@Anonymous)
Joined: 1 second ago

Can you lock multiple companies to one mailbox database?

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Posts: 1563
Admin
(@jdixon)
Noble Member
Joined: 9 years ago

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

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Topic starter
(@Anonymous)
Joined: 1 second 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
Admin
(@jdixon)
Joined: 9 years ago

Noble Member
Posts: 1563

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

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