CSV Portal Permissions Tab

Client Portal user CSV settings for IVR calls, File Attachments, and Analytic Data.

Chris Arenas avatar
Written by Chris Arenas
Updated over a week ago

Client portal user settings.

IVR Call Information – Displays IVR call information when sending IVR leads.

Show File Attachments – This allows users to attach files to leads in the client portal.

Show Analytic Data – If using the analytics system, you can display the referrer and search term.

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