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CRM - Add / Delete New Users
complete
E
Emily Dickson
Ability to add new CRM users to a site from Admin, without having to go to excel and import.
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Matt Walter
complete
You can now add new Users in your CRM.
You can find an 'Add new User' button on the CRM User list.
N
Nick Fenmor Collins
@Matt Walter: Thanks Matt...1 thrilled client already :-)
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Liz Gibbs
Is there any planned update on this - becoming more urgent with live sites that cannot add new ones to CRM eg from phone or in-person contact. Clients not across imports...
Matt Walter
@Liz Gibbs: No immediate plans for this, but it's certainly something we will add when we find time. As a workaround in the meantime you could create a front-end form that's hidden behind a Secure Zone which only the site owner has access to.