I have a sales team, and an established contact list of about 400 clients. How can I set up odoo so than any sales team member can only see the contacts that are assigned to them?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Buchhaltung
- Lager
- PoS
- Project
- MRP
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Hi,
Please follow the steps,
1. Activate developer mode.
2. Go to settings-> technical-> security rule
3. Create a new record.
Hope it helps
Hi Cybrosys - this is a global Record Rule and would limit all users to only be able to see their own customers. Users would not be able to see suppliers / vendors or other contacts, so if you are using other apps such as inventory, purchasing, accounting, etc. you would have problems!
You could create a record rule to achieve it.
Setting -> Technical -> Record Rules , then create a new record rule with model as Contact and Rule Definition (Domain Filter) as [('user_id', '=', user.id)]
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