Configure your heart out

Staff1User Profiles

Configure the software to suit your business rules.

Maybe your sales reps are allowed to create new customers while they are on the road – or maybe they aren't. Maybe they can issue invoices, or maybe they can only create sales orders or quotes.

The options are wide and varied and Infusion Mobile caters for them all. Infusion Mobile is super configurable and can handle whatever you throw at it.


 

managerPrivate Lists and Managers

Users can be configured so they see their own records, the records of the staff they work with, or all records throughout the system.

Users can even be assigned into a management hierarchy that allows staff further up the management tree to see the records of the staff below them.

Managers can assign records, tasks and events to their staff without them having to return to the office or sync their device. Everything happens in real time.