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Limit the customer, contract and asset lists you see to those associated to your team or service territory.
Improvement
Under Review
May 05, 2025
It's inconvenient to have to search through all the assets and customers when you enable these fields for team leaders and field execs. they're clearly attached to a certain region ( service territory) and it would be nice if their info was limited to that.
It has led to us not being able to turn on our customer and assets fields for field execs solely because it would be too much data for them to have access to...
1 comments
Raghav
22 days, 2 hours ago
Status updated to 'Under Review'
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