Share contacts with Agents
complete
M
Molly Johnson
complete
This is complete! And something we will continue to improve over time, so keep the feedback coming :) https://help.tern.travel/en/articles/10100039-contact-collaboration
info@icantwaittotravel .com
Molly Johnson Is there a way to allow the agent to at default share all their contacts with the agency instead of select each individual contact? Why? Because at time we're making updates on behalf of the agent.
M
Molly Johnson
info@icantwaittotravel .com all newly created contacts are automatically shared, and there is an option to share historical contacts 'in bulk'! The help center articles how both of these work. We didn't default to auto-sharing all historical contacts for cases like agents who have existing contacts they own before joining, but do default share for new ones.