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Why Sales Team members can't see each others leads, quoations?

By
OnuR
on 5/24/13, 2:48 PM 2,427 views

Hi, We defined sales team and added members. All these members have manager rights. Besides user admin, no one can see each others offers, quoatations or scheduled calls.

What is the reason for this?

0
patrick
On 5/24/13, 7:41 PM

The users should be able to see each others quotations, orders and calls.

Are you sure there are no additional (customized) modules installed?

Check under settings -> Users -> Double click on user, go to tab advanced (2nd tab), and see what other rights are selected.

You are sure you are not working with a multi company setup, with each users assigned to a different company?

Sales Manager | Events Manager | Project Manager | Knowledge User | Warehouse Manager | Manufacturing Manager | Accounting & Finance Financial Manager | Purchases Manager | Human Resources Manager | Extra Tools Manager | Marketing Manager | Point of Sale Manager | Sharing User | Administration Settings | ***

Multi Companies are unchecked

OnuR
on 5/25/13, 4:27 AM

When I try to check a sales order from a member in Sales Team, I am geting this error:Access Denied

The requested operation cannot be completed due to security restrictions. Please contact your system administrator.

(Document type: Sales Order, Operation: read)

OnuR
on 5/25/13, 4:59 AM

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Asked: 5/24/13, 2:48 PM
Seen: 2427 times
Last updated: 3/16/15, 8:10 AM