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Contact roll up at an organizational level

Story Narrative:

As a manager, I want to be able to see all contact information filtered at the organizational level, so I can see the activity of the regional managers in one place without logging into all accounts individually.


  • ADMIN RESPONSE
    Jun 6, 2024

    Brokerkit's recommended solution for this issue is to consolidate offices or regions from separate accounts down into a single account and use staff role restrictions (found in Account Settings>Permissions) where you can control which contacts in recruiting and retention a staff user is able to see.

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    Admin one click between accounts in an organization

    I should be able work in my own space and not have to constantly click into other accounts linked in an organization (tabs)
    Guest about 1 year ago in Organizations 0
    0 MERGED

    search bar for Admin

    adding for a search of the agent, the state or the owner/Manager of the agent
    Guest about 1 year ago in Organizations 0