Hi, I'm currently on Odoo 12. The database is fresh and has not been customized before
I have 5 salespersons who need to maintain their own contact list and should not be able to see each other's contacts. This is to ensure that the salespersons don't poach each other's leads, or don't have access to the entire contact database should they choose to leave to a competitor.
Currently, I've created a new rule in the "Sales: Own documents" group and linked to the res.partner object (contacts). However, when I log into a salesperson's account, Im only shown the other users within the company - and no other contacts.
The code used for this is ['|',('user_id','=',user.id),('user_id','=',False)]<br>Object is set to contact <br>How do I make this work?
This is an excellent idea for a feature request. To expand on this idea, perhaps a sales team membership filtering option: members of sales team A can see these contacts, but not members of sales teams B or C, and vice versa.