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 Post subject: New Customer Created by Agent Doesn't show in Agent List
PostPosted: Mon Aug 03, 2009 8:56 pm 
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Joined: Mon May 11, 2009 7:10 pm
Posts: 40
I am having some issue where Customer created by Agent doesn't show up on Agent's List. they are shown Only under the Main Customer list.and after agent Created the Customer there's no confirmation that the Customer has been Created.
Please Help.


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 Post subject: Re: New Customer Created by Agent Doesn't show in Agent List
PostPosted: Fri Sep 11, 2009 1:26 pm 
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Joined: Thu Sep 10, 2009 10:36 pm
Posts: 9
I am having the same problem. Did you ever find a solution?


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 Post subject: Re: New Customer Created by Agent Doesn't show in Agent List
PostPosted: Fri Sep 11, 2009 6:16 pm 
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Joined: Thu Sep 10, 2009 10:36 pm
Posts: 9
This was solved through adding a customer group, and adding the agent to the group. Then you can pick and choose which customers are assigned to the group, and thus controlling which customers different agents are allowed to access. Makes sense.


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