Hello there
I've beek looking so hard in this forum trying to find a solution i have, i explain
I use the 4.2.1 CRM with the finnality to obtain a costumer control about my office, but I need another feature available:
- I need to create a costumer account access that not appears in "employees" list![]()
- This account, using roles, will make the costumer see their account.
At this moment I'm doing it assigning the account to a user prevously created, but I need that the commercial o gestion user will see it to.Perhaps making asignable the 'Account" for two people... (an Idea)
I've tried the Team OS but nothing because i cannot access the CRM as only-viewable user and i see the user in employees list. (a jam)
What can I do?
(sorry for my english)![]()
THANK YOU SO MUCH


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, but I need another feature available:
Perhaps making asignable the 'Account" for two people... (an Idea)




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