CRM and Multicompany

Vision's Customer Relationship Management (CRM) application allows you to track client and contact information, and schedule and manage daily activities. When you enable the Multicompany feature, CRM data is tracked at the enterprise level, so that it is available to all companies in your enterprise.

This means that Vision CRM users can:

• See all client interactions taking place throughout the firm.

• Share calendars.

• Schedule meetings with each other.

• Share information about activities, such as phone calls and email messages to clients.

You can limit sharing rights in Vision CRM. For example, you might allow all companies to share client names and addresses, but not activities.