Multiple User support / teams accounts / shared access and relationship intelligence

When would this coming out?

Hi, could you pls share some visibility on when you plan to release this feature? In addition to shared access, privileges/privacy settings would be great, in particular 1) allow a team member to log in contact details but privilege-based access to the comments/description the account owner/admin may have posted on other contacts and 2) allow access to some Groups only on priviledge base given/excluded by account owner/admin. Many thanks

any update ?

I would love to see something like this. I run a small business. Right now, it's my wife, me, and a contractor. I would love to have a way for each of us to have our own Dex accounts and database, but then be able to share groups or contacts with each other. For instance, I could have all of our clients in my Dex database, put them in a "Clients" group and then share this group with my wife and our contractor. Then we could all add updates to those contacts timelines. Then if I stop using that contractor, I could stop sharing this group of contacts with her.

Hi all, I'm so sorry it took so long to share a concrete update on this request!

While we've decided not to move forward with multi-user support in Dex, we recently launched Rolodex, a relationship intelligence tool for teams that builds on Dex's functionality: https://rolodexcrm.com/

For a free trial of Rolodex, please email [email protected]. And, of course, please let us know if it meets your needs!

Thanks so much again for your patience. -Matt

Hi all - we're testing features for multiple user support and rolling it out to select users/teams. If you'd be open to trying 'teams Dex' -- please send me a note at [email protected]!

My primary interest in using Dex is a part of a collaborative group where my team and I can pool our collective resources for client engagement.

Additional comment: hope they both integrate with each other natively cause having to transfer details may be quite the workflow without automation or being pre-built.

Is there a specific feature request for delegated (VA) access? Feels like this request is conflating two things.