- A logon can be set up to allow simultaneous logons; however, because of the way the application logs certain data, having your logon open in two separate windows will cause conflicts and can lead to unpredictable results.
- The simultaneous logon feature is typically used for Admin accounts where multiple individuals may need to access a single logon strictly for administrative purposes, such as workgroup creation, logon administration etc…
- If you must use the same multiple simultaneous logons, then we recommend using different machines to log into different workgroups.
Can I access multiple workgroups at the same time?
- While multiple workgroups can be accessed simultaneously, results are often unpredictable because of conflicting access rights, label sets, call stats, workflows, tasks, etc. We recommend you do not access multiple workgroups simultaneously.
How do I make the select record checkbox visible on the search results page?
- Send bulk email messages
- Add / Edit / Delete / Assign Campaigns
- Add Custom Form
- Delete Records
- Archive Records
- Assign Records
- If you check one or more of these, the checkboxes will then display.
What privileges are required for having Access to the Call Stats / Disposition Report?
- In the Logon management, the User must have permission to view the call stats section. Without this you are restricted from viewing any reports for call stats (call stats are also referred to as ‘Express Updates’ and ‘Click Actions’).
Can I create two logons with the same username?
- If there is an existing active logon, then you will not be allowed to create another logon using the same username.
- If you create a new logon and the username existed in either the “Not Active” or “Deleted” status, then you will be allowed to create the new logon with that username.
- As a Best Practice, any time you set a logon to “Not Active” or “Deleted” please add something such as “_old” to the end of the username as well as the email address under user settings. This will help to eliminate potential conflicts.
- As a Best Practice, we recommend that you always use a persons email address as their user ID.
Can I just delete ‘Not Active’ User Accounts off the system without deleting any data/comments/notes etc. that they may have added to a record?
- Yes, you may set them to “deleted”. Notes will not be deleted, only the users logon.
- Note: If the logon has any records assigned to them you will not be able to delete the logon though and will need to first reassign those leads to unassigned or to someone else.
- As a “Best Practice” any time you set a logon to “Not Active” or “Deleted” please add something such as “_old” to the end of the username as well as the email address under user settings. This will help to eliminate potential conflicts.
