The CRM Configuration settings in NextCrew 2.0 allow agencies to manage how clients interact with the platform. These options include controlling the visibility of crew reviews, enabling or disabling task management for clients, and automating the creation of client user accounts when new contacts are added.
Configuring CRM preferences helps agencies control the client experience, streamline workflows, and ensure data consistency during client relationship management.
Navigation
To access the CRM Configuration settings:
Go to Settings in the main menu.
Select System Configurations.
Click on the CRM tab.
Open the relevant groups (Review Management, Task Management, or Client Users) to manage settings.
Review Management
| Configuration Name | Purpose | Notes |
|---|---|---|
| Hide Crew Member Review for Client | Hides crew member reviews from being displayed to clients. | Useful when reviews are for internal use only or not client-appropriate. |
Task Management
| Configuration Name | Purpose | Notes |
|---|---|---|
| Enable Task Module for Client | Enables or disables the Task Module for client users. | When enabled, clients can manage assigned tasks through their portal. |
Client Users
| Configuration Name | Purpose | Notes |
|---|---|---|
| Automatically Create Client User from Client Contact | Automatically creates a client user account when a new client contact is added. | Saves time, but may need review if not all contacts should have access. |