Contact Name Change without EC intervention for Advisors/Managers
complete
A
Aaron J Heady
We have a lot of company cell phones within our organization that stay with roles rather than people. When the people move it requires us to get in contact with EC support to change the contact name. I would like to see it possible for there to be rights given to a certain level of users, possibly Advisors or Managers where we could edit this on our own.
I
Ian Zimmerman
complete
Hey all... appears this one was overlooked but we added this functionality a few months back that allows Admins and Managers to edit certain pieces of contact information.
Fields that Managers can be update:
- Phone Number
- Email Address
- Role
- Teams
- Removing advisors from a ring schedule
Fields that Admins can update:
- First and last name
- John Deere User ID
- Phone Number
- Email Address
- Role
- Teams
- Removing advisors from a ring schedule
https://help.expertconnect.deere.com/manage-company-settings/update-advisor-information?from_search=182043940
T
Thiago Araújo Barbosa
Here in my dealer, to avoid this situation we use the personal phone number, this way we don't have this problem, but the possibility to edit employee profile will be helpful for roles phone number
T
Tim Rice
Yes. What a pain this is when we see clearly wrong information (botched spelling, bad capitalization, wrong associations, e-mail and phone data incorrect) and have to fill out an internal IT ticket to try to fix it only to find out that has to be sent to a gatekeeper at EC. Totally inefficient. Let us have control over our Contact database, please. Let us assign our own gatekeeper(s).
I
Ian Zimmerman
in progress
I
Ian Zimmerman
Merged in a post:
admin ability to edit advisors profiles
would be nice to set a picture and confirm the advisor's settings without running around to their computers, getting them to login, and showing them how to set everything up.
B
Brian Verbuyst
Would be nice to be able to add signature lines for the organization from an admin level
Payton Douglass
Merged in a post:
Admin access to user profiles
L
Lane Curtis
We need more Admin access for primaries to change and update user profiles such as changing cell numbers without involving the Advisor or Expert Connect. Hard deleting Advisors out of the system if they leave the company would also be helpful so we can reuse the number from their work phone without having to ask Expert Connect to do it.
R
Robert B.
This is one I have asked about a few times.
Danica McNab
Yes this! Especially profile photos