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Assigning items from Actions list to users
Assigning items from Actions list to users

This article will look into the functionality of To-do and reminder lists

Irina Anichshuk avatar
Written by Irina Anichshuk
Updated over a week ago

Whilst it is not possible to assign certain actions to users, Kolleno has now introduced the Customer Portfolio feature. This feature allows you to group your customers according to your business requirements.

Once a client portfolio is created, it can be assigned to a specific user i.e. restricting user access to only a certain group of clients.

Customer - step 02


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