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Private Partners per company or sales team

on 4/5/13, 3:35 PM 1,180 views


I've been struggling to set up private partners - ie. partners that are not shown to anyone else outside of the sales team. This is very important for my organization, since the contacts are worth their weight in gold and salesmen/saleswomen are very hesitant to enter their contacts, since they would be seen by others.

Is this even possible? Alternatively I could set up multi-company setup and have the partners go under separate companies, would that work?

Please help, I am proficient in python and it's very frustrating when the domain limiting code I put in on the search views does not work.

Thank you in advance.

john doe
On 11/7/17, 8:56 AM

1. Add row-lelel access rules

2. Specify groups granted to access selected records

3. Add functionality to add access to current record for user defined group or users.

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Asked: 4/5/13, 3:35 PM
Seen: 1180 times
Last updated: 11/7/17, 8:56 AM