Customers
Settings
Visibility rules, salesman assignments, and customer data controls.
Control how customers are displayed, who can access them, and how salesman assignments sync.
Quick Overview: Control what sales reps can see, manage salesman sync behavior, and set data export permissions.
Visibility Rules
| Setting | Description |
|---|---|
| Sales rep can see all customers | View the full customer list regardless of assignment |
| Sales rep can see customers without salesman | View unassigned customers |
| Sales rep can see all sales | View sales data for all customers, not just assigned ones |
Data Permissions
| Setting | Description |
|---|---|
| Sales rep can update customer coordinates | Allow GPS location corrections |
| Allow customers export | Enable CSV export from customer lists |
Prospect Settings
| Setting | Description |
|---|---|
| Prospect VAT required | Require VAT number when creating new prospects |
Salesman Assignment
| Setting | Description |
|---|---|
| Allow multiple salesman IDs | Support up to 3 salesmen per customer (requires source system support) |
Salesman Sync
For each salesman slot, configure how changes propagate:
| Option | Description |
|---|---|
| Sync between customers and branches | Changes to customer assignments automatically update branch assignments (and vice versa) |
| Allow manual update | Users can manually change salesman assignments |