How can we see a directory of my company's people? If I wanted to send an email or get a phone number internally, there is no directory?
Please sign in to leave a comment.
This is a great feature request. While there currently is not a designated directory in the CRM. You can access users by going to Administration > Users. You can also access users by clicking on their name in the "What's going on?" section of your Dashboard.
Further to Brian's comments I would also recommend going to the Leaderboard and clicking on the user for whom you need to get contact details.
All users will be displayed here and from this list its possible to access each users profile and view their contact information. So while we don't have dedicated "employee directory" yet, this is a very close second. :)
We created an account with our company name (Advancis Middle East) and add all our employees to it with all contact details.
It further has the advantage that you can "book" your internal tasks and projects to this account (ie. "Clean Office", "Organize Tradeshow" etc.).
Hope that helps.
Mario
Hey Bob,
We are a few steps closer to doing this in CRM.me. We are making adjustments to security that will allow admins to provide all users access to the Users module allowing them to search for and view contact details for all active and inactive users.
That is not ready yet but we are working on it so you can expect this feature in early 2016. We'll keep you up to date here once we have more news.