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Status Released
Created by Jim Menard
Created on Mar 22, 2021

Add new employees to the roster, would like it to be handle in one place for Sales Vision on CI

In legacy SalesVision in CRClient, you can enter a new employee along with their telephony ID and change their email address from one place under the Employee Performance tab. In CI w/SalesVision, you have to enter the name into the roster under the Settings/Users tab first (cannot enter email address changes or telephony ID) then you have to go back to the Employee Performance tab under Reports/SalesVision/Employee/Employee Performance click on the newly added employee and add/edit employee email address and add in their telephony ID to sync properly. Far too many steps from the legacy system.

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