Depending on how your office is set up to run, sometimes you may wish to allow other agents to view previously sent communications to contacts - Rex now allows you to manage this permission.
You'll have the option to Read Other's Mail Merges and Update Other's Mail Merges. Updating other's mail merges will allow other agents to delete or resend merges that may have failed to send.
To update these permissions, you'll find this under;
- Users & Security > Select your user
- Go to Privileges > Switch to Advanced Privileges Mode and scroll to Mail Merge
- You'll need to tick the two last two options
- Hit Save Changes and advise the user to reload through Rex.