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Help

Record Rule for CRM Team Odoo 15

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crmv15
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Usman Farzand

I need to know Record rule that will be like Example is below

1. Team can't see other Team Record's/Leads 

2. Team Lead and Team Member can see each other Record/Leads


Team A and Team B
in Team A Mr Z is Team Lead and Mr Y and Mr X is Team member's

in Team B Mr D is Team Lead and Mr E and F is team Member's

they can see this team member records and team member can see team lead record but not other's Team






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Felix Choo

Thank you for your email.

I am currently on annual leave and will return on Tuesday 4 Oct 2022

For urgent matters please send a message via whatsapp or Teams or SMS.

I will hopefully get the message without too much time delay.

Regards
Felix Choo
Head of Business Development, TIMMSanywhere
PNORS Technology Group

 

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