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How to Restrict Sales Person to View their own Customers

AbdurRahim Syed
on 1/23/15, 1:41 AM 930 views


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.




On 1/23/15, 2:08 AM

Create record rule and give force_domain.

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



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

And put filter on the action .





Nimesh, Please explain me these points.?

AbdurRahim Syed
on 1/23/15, 5:30 AM

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Asked: 1/23/15, 1:41 AM
Seen: 930 times
Last updated: 3/16/15, 8:10 AM