We can now provide you with the ability to be able to view tasks as other people (CRM users), this may be important for Managers where team members are on holiday or are off sick or if they want to re-assign a CRM users tasks over to another person, when someone leaves a company.
Please contact our Support Team so that we can activate the 'View as' task feature on your CRM account.
Please note this feature can be activated on the account for all to use or just for specific CRM users.
Once activated to view other users tasks just click on the 'View as' drop down and select the name of the user, for whom you want to view their tasks as shown below:
Select another users name from the dropdown list as shown below:
You will then be able to see the tasks that other user has, including the tasks inside their In Tray folder, as shown in the example below:
Please contact our Support Helpdesk to find out more and to add this feature onto your CRM account.