EspoCRM 9.0 introduces a powerful new feature that allows businesses to assign multiple users to a single record. This update simplifies collaboration and enhances workflow efficiency, making it easier for teams to manage tasks and responsibilities collectively.
With the latest update, EspoCRM users can now enable multiple assigned users for records. This feature is available for both custom entity types and some out-of-the-box entity types. The process is straightforward: simply enable the option in the Entity Manager by checking a box. This replaces the old method of assigning multiple users, streamlining the process for better usability.
Why This Feature Matters
Assigning multiple users to a single record is particularly useful for businesses that rely on team collaboration. Here’s how it can benefit your organization:
- Improved Collaboration: Teams can work together more effectively by sharing responsibility for tasks, leads, or projects.
- Enhanced Accountability: Multiple users can be held accountable for the same record, ensuring no task falls through the cracks.
- Streamlined Workflows: By eliminating the need for workarounds, this feature saves time and reduces complexity.
How to Enable Multiple Assigned Users
To take advantage of this feature, follow these steps:
- Navigate to the Entity Manager in EspoCRM.
- Select the entity type you want to modify.
- Enable the Multiple Assigned Users option by checking the box.
- Save your changes and start assigning multiple users to records.
Summary
EspoCRM 9.0’s new multiple assigned users feature is a game-changer for businesses looking to improve collaboration and efficiency. By enabling this option, teams can work more cohesively and manage records with greater ease. If you need assistance with EspoCRM setup, customization, or training, feel free to contact us via the form on our website. Our team is here to help you make the most of your CRM experience.
