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Hi,

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.

https://www.odoo.com/forum/help-1/question/how-create-rule-for-personal-customers-15858

 

 

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Atmesti
Best Answer

Create record rule and give force_domain.

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

 

or

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

And put filter on the action .

 

Thanks,

Nimesh.

 

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Atmesti
Autorius

Nimesh, Please explain me these points.?

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