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Categories CRM App
Created by Guest
Created on Nov 25, 2024

Restrict templates by operating company

If you have two operating companies in the CRM, you may have two different templates to use for customers of each Operating company, at the moment, templates are across all contacts/companies in the CRM. There should be an option to select which operating company a template is for and restrict users to only select the templates that are approved for the operating company that the contacts/companies is set to.

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