We're delighted to announce the implementation of a much-anticipated feature in our Contacts — the ability to add Followers and grant multiple users on your team access to the same contact. This exciting new feature fosters effective team collaboration and enhances the organization's efficiency.
In the contact editing page, we've introduced a new "Followers" field. This multi-select dropdown feature lists all users in your account, offering the ability to assign multiple team members to follow a single contact.
With this new feature, you can now select up to 10 users to follow a contact, allowing for a higher level of collaboration amongst your team members.
When the "only assigned data is ON" setting is activated, all the contacts that a user follows will be visible to them. This provides followers with visibility and promotes responsibility while handling contact information.
Followers will have the same permissions as owners. These permissions include access to view and edit the contact's information – working in the same capacity as a contact owner.
To further streamline access and improve user-email search, we’ve enhanced the owner selection process. Now you can directly search for owners in the dropdown field using their name or email.
While the new follower feature fosters enhanced collaboration and efficiency, there are certain restrictions to follow. Particularly, when the "only assigned data is ON" setting is active, followers cannot alter the owner of the contact. This restriction holds especially true for users with the 'Account USER' type.
In Case You Missed It: Want to know more about our features and improvements? Don't forget to check out the latest article.
Tap into the potential of this new functionality to boost collaboration and productivity within your team! If you're interested in learning more about this feature or want to explore how it could benefit your business operations, don't hesitate to contact us.
