I have a sales team, and an established contact list of about 400 clients. How can I set up odoo so than any sales team member can only see the contacts that are assigned to them?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Contabilitate
- Inventar
- PoS
- Project
- MRP
Această întrebare a fost marcată
2
Răspunsuri
2239
Vizualizări
Hi,
Please follow the steps,
1. Activate developer mode.
2. Go to settings-> technical-> security rule
3. Create a new record.
Hope it helps
Hi Cybrosys - this is a global Record Rule and would limit all users to only be able to see their own customers. Users would not be able to see suppliers / vendors or other contacts, so if you are using other apps such as inventory, purchasing, accounting, etc. you would have problems!
You could create a record rule to achieve it.
Setting -> Technical -> Record Rules , then create a new record rule with model as Contact and Rule Definition (Domain Filter) as [('user_id', '=', user.id)]
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Înscrie-te| Related Posts | Răspunsuri | Vizualizări | Activitate | |
|---|---|---|---|---|
|
1
mai 25
|
1416 | ||
|
1
mar. 25
|
1559 | ||
|
MERGING CONTACTS
Rezolvat
|
|
1
feb. 25
|
2741 | |
|
Use of external id
Rezolvat
|
|
2
feb. 25
|
2814 | |
|
1
nov. 24
|
2591 |
