With start of new academic year May has been exciting month for us with lot of new improvements in our existing module by our engineering team.
Here it goes:
Lead Data Access:
In leads now we have added a new field of Owner so only person with the ownership access will be able to see the lead.
From now onwards you can enable or disable the Data Access. To change existing user rights, click on Setting > User > Roles inside Roles edit it and there you will find Lead Access setting in that select either All Leads or Own Leads.
• All Leads – Users can access their own data, and the data owned by their subordinates. They can perform actions on all data.
• Own Leads – A user with ‘user-level’ access has access to their own data only. Users can only perform actions on this data.
Fees Received Verify:
Think of verified transactions as complete transactions and unverified as transactions that still need your attention. Once you know you have checked over a transaction and it’s correct, that is when you verify it.