It is necessary to make notes about each client, so it is important to have constant access, such as the contract number, additional contact information, etc.
A convenient module for working with users in EddyDesk includes:
- contact list;
- multi-step search;
- contact card:
- individual and standard information storage fields;
- history of requests and calls.
In EddyDesk end-users can be assigned to companies. Each organization has a card, where employees are displayed and it is possible to assign managers, who will have access to all requests of their subordinates.