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Hello, everyone,
I need to set an access rule for an external salesperson. I need to filter contacts and opportunities for Canada and US countries only.
I tried to create a new group with an access rule that follows the following domain :
[('country_id', 'in', ['United States', 'Canada'])]
but it doesn't work.
Would you know how to help me?
Obviously I would like all members to be able to see all leads except the salesperson.
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Hide Sales Menu in CRM
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1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
Thank you for your email.
I am currently on annual leave and will return on Mon 11 Sep 2023
For support matters, please contact support directly at +61 3 9135 1900 and follow the voice prompts
For any sales related enquiries, please contact Mr Alexander Attard by emailing him at a.attard@pnors.com
For all other urgent matters, please contact the office at +61 3 9135 1900 and you will be redirected appropriately to one of my colleagues who can help you.