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How to hide sales opportunities and leads for multiple companies?

on 5/8/13, 6:10 AM 2,082 views

I have a multi-company setup and I would like to hide sales opportunities and leads from employees from one company to the other. In other words, people in company A cannot see sales opportunities and leads generated from company B. How can this be done? Thank you!

Tharaka Perera
On 7/6/15, 11:16 PM

make sure you have added a field called company_id on the view before doing this.


Serpent Consulting Services Pvt. Ltd.

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Serpent Consulting Services Pvt. Ltd.
On 5/17/13, 10:05 AM


For that you have to create record rules from Setting/Technical/Security/Record Rules menus.

In that menu you can create your record rules and you can pass a domain on record rules.


Serpent Consulting Services

Hi serpent, are there more specific instructions on how to do this?

on 12/22/13, 7:40 AM

For this you have a basic python knowledge actually. You need to generate a domain which will check user is employee of specific company. Here i am specifying domain to use this : ['|',('company_id','child_of',[user.company_id.id]),('company_id','=',False)]

Serpent Consulting Services Pvt. Ltd.
on 12/23/13, 9:18 AM

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Asked: 5/8/13, 6:10 AM
Seen: 2082 times
Last updated: 11/12/15, 8:18 PM