How to Restrict Sales Person to View their own Customers

Question

Hi,

Like I have created a user "SManager" and made him "sales manager". and create anouther users "SPerson1" and "SPerson2" and made them "see own leads". But when I create customer from SPerson1, it is also appears in SPerson2 customer list. How to restrict this.

Also I have tried the following Record Rule but it prevent the users from creating new customers.

https://www.odoo.com/forum/help-1/question/how-create-rule-for-personal-customers-15858

Nimesh · Answer

Create record rule and give force_domain.

<field name="domain_force">[('user_id','in',[False,user.id])]</field>

or

Another option is : Create my contact menu and give own lead group on that.

And put filter on the action .

Thanks,

Nimesh.

Related Posts	Replies	Views
Enable Leads Menu Item sales openerp7	6 Aug 20	6430
Sale order sales openerp7	0 Apr 15	3476
How to make a Salespersons Hierarchy ? salesteams sales	0 Mar 15	4826
Modify - POS Receipt to indicate customer name Solved sales openerp7	1 Mar 15	6347
Dont open cash register configuration salesteams sales	0 Jan 25	823

This question has been flagged

Enjoying the discussion? Don't just read, join in!