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Evaluating worketc - couple of questions

Tue, 14 Feb '12 @ 12:46 AM
Hello there,

We're currently evaluating worketc and we have a few questions regarding functionality -

Firsty, when i add an (internal) employee (employee X) against company (company Y) and then use the search feature on the right hand side to search for all entities relating to company Y only the company Y name comes up in the search results and not employee X's details. I have all filters selected, why would this be?

Secondly, is it possible to define a group of contacts and set permissions to allow only a specific employee or group of employees to access these contacts/companies?

Thirdly, when creating a new project, is it possible to assignt the project to more than one company? for example we may have more than one (supplier) partner we are working with on a project and in turn there maybe 2 or 3 contacts from each of those suppliers who are stakeholders in the project and need to be linked to it?

I've also noticed then when a company is assigned to a project it doesn't appear within it's 'detail' section, it's as if they are being assigned to a project as you would a user, rather than stating this company (Z) is a particpant in project Y for customer X.

Thanks

Paul