HavenZone
February 15th, 2017, 09:05 PM
It would be really helpful if like assets there was a db of passwords for each client. We looked at using something like structured notes but its useless if you have a large number of passwords.
In the account there should be a tab for passwords. Each record under that tab could user four or five fields.
Name : UserName : Password : URL : Notes
This would be great to let the techs access the passwords for things like servers, routers or other network devices or web sites used by the client... Right now we use Team Password manager for this. It works well but it doesn't let us share the information with the client who owns the equipment. If it were in CommitCRM and the client had web access they could look at all of the information about the account.
In the account there should be a tab for passwords. Each record under that tab could user four or five fields.
Name : UserName : Password : URL : Notes
This would be great to let the techs access the passwords for things like servers, routers or other network devices or web sites used by the client... Right now we use Team Password manager for this. It works well but it doesn't let us share the information with the client who owns the equipment. If it were in CommitCRM and the client had web access they could look at all of the information about the account.