Ability to clone a user who is already setup to a new user
It would be nice to have a clone option when setting up a new user who requires the same setup as a user who is already setup. ECi has the copy feature EvoX should too.
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08 Jan, '25
Séamus Diamond AdminWhen we clone users on ECI, it copies all of the details: subs, checkout, communication, feature, marketing, price, contracts, lock to contract, approvals… etc… and if the user is assigned to an approval/approver group, an option comes up for us to select the same, change it or not select a group. This process has proven to decrease our errors as it eliminates our need to remember the specific settings our customers require. — Dana at WD
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09 May, '25
Keith HagertyThis is a real need IMO. I use this several times daily on ecInteractive and again it's one of those features you just expect to be available.
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30 Jun, '25
Brent BodemThat's one feature of ECI that we liked... a lot. Copying/Cloning users is a time saver. I'm surprised EvoX doesn't already have this feature.