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Improvement
a year ago

🚀 Product Update: Users & Customers by Region Enhancement 🌍

We’ve added a powerful new feature to make regional management smoother and more automated!

✅ Assign Users to Regions
You can now assign each user to one or more regions directly in their user account.

🤝 Automatic Region Sync for BDMs
When a user is assigned as the BDM for a customer, their region(s) will automatically be applied to that customer — saving time and keeping your data consistent.

➕ Secondary BDM Support
If a secondary BDM is assigned, their region(s) will also be automatically added (if different), ensuring all relevant regions are covered.

To enable this go to Settings > Preferences > and check the 'Default BDM List Filters to logged-in User' option and ensure each users regions are correct.

This enhancement makes managing customers by region easier, faster, and more accurate. 🌟

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