Update Staff Sharing Permissions to include Task Templates and Saved Filters
When users are added to a 'team', it allows them to manage various things for each other. (sms, email, existing tasks, categories)
It, however, does not allow for a user to see another user's lists (task templates, contact/property saved filters)
This will need to be manually created if you'd like to see them on your own end.
We would like saved filters and task templates added to Staff Sharing permissions
2
votes
Melanie Lia
shared this idea
Hi Supporters
Thank you for your Suggestion!
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Jessica - Buxton
commented
Any movement on this one please? This would be exceptionally helpful with ensuring brand control across the network and our ability to assist agents with templates