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Created by Guest
Created on Mar 25, 2024

Customer being able to see their Rep

Customers to be able to see their designated rep (if they have one) somewhere on the site when logged in - maybe account overview or the like?

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  • Leon Bagga
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    Apr 24, 2024

    Maybe in the admin section on the trade account there could be an option to ‘assign an agent’ (assuming all account managers have an agent login) ? Serving purpose only to make agent contact details (name, tel, email) available to customers with account managers but not necessarily limiting other agents from managing their online account