Search

2018/04/08

How to assign a default project to a user?

To assign a default project to a user:

1) Log in to Simple CRM as Administrator

2) Go to the CRM admin: top menu -> CRM Admin

3) Click on the "User List" tab

4) Click on the name of the user concerned

5) In the "Default project" field, select the project

6) Enter the Simple CRM user password twice and click the Save button.

In this way, each time the user creates a contact or company, this contact or company will be automatically attached to the project.

No comments:

Post a Comment

We will usually reply within 04 – 24 hours (but Saturday and Sunday)