CRM Compatibility :
Community version 1.0
Take your business to next level by providing CRM access to your business Contacts and Organisations. You can share necessary data with customers and change the user privilege whenever you want.
Enable Masquerade User
You can Enable or Disable Masquerade User in a single click.
Masquerade User Access to Contact
Provide Masquerade User access to the contact right from that specific contact detail view.
Masquerade User add Record
Once you hit the Masquerade User option from specific Contact/Organisation, required details will be automatically taken to create Masquerade User account.
Set Masquerade User End Date
Option available to set the end date for Masquerade User if you would like to provide access for specific period.
Anytime you can remove the Masquerade User access to your customer by just hitting the Suspend Masquerade User menu.
Masquerade User Portal
View records related to the contact/account record which you converted as a user.
Configure Masquerade User Plus
Create Masquerade User
Suspend Masquerade User
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