I suggest you ...

Password Log under Customer Detail

It would be nice to track generic logins passwords, such as those for webhosting, etc.. under the customer's detail page. Also this would need to tie into the granular permissions so that only certain individuals would have access to it. Additional wishlist items in relation to this would be the customer could submit logins to this "Password Vault" from the customer portal without actually retaining any visibility or access to the vault. (Or maybe the submission could just forward into the leads page with some generic text such as: Customer <blank> just submitted a login for review.

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Daniel Taft Jr shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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