If a user belongs to a Call Center Team and the setup-key “CanCallCenterUserAddTasksToAnotherCompany“ is true, the Call Center User can create-add Tasks to Another Company in all the existing Teams in the database.
Note: when one of the “Assign To User” or “Assign To Team” is selected the other one becomes read-only!
The user can check the team tasks by searching from the menu "My Team Tasks"
Configuration required
Business Cases:
- The task can only be edited:
- In case of team assignment, from all team members and the creator of the task or any user that has the BC “12312”
- In case of user assignment, from assignee and the creator of the task or any user that has the BC “12312”
- The task can only be deleted:
- In case of team assignment, from the creator of the task or any user that has the BC “12313”
- In case of user assignment, from assignee and the creator of the task or any user that has the BC “12313”
- BC "12002" Export data to Excel
- BC "12311" to see the My Tasks page, List of Open Team Tasks Widget, Open Team Tasks Widget
- BC "12310" to see the All Tasks page
12310 | User can see all tasks |
12311 | User can see team Tasks |
12312 | User can edit any Tasks |
12313 | User can delete any Tasks |
Setup Keys:
Setup Key | Type | Default Value |
CanCallCenterUserAddTasksToAnotherCompany | boolean | false |
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