I have created three different teams:
Team A
Team B
Team C
And would like to have a User:All documents defined employee (pertaining to Team A and C), that can only see opportunities from teams A and C, and not team B, which they are not part of.
Is this possible?
Thank you in advance!
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- Müşteri İlişkileri Yönetimi
- e-Commerce
- Muhasebe
- Envanter
- PoS
- Project
- MRP
Bu soru işaretlendi
1
Cevapla
3034
Görünümler
Yes, you would need to define the rule for the group
https://www.odoo.com/forum/help-1/record-rule-for-sales-team-members-in-crm-202111
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Üye Ol| İlgili Gönderiler | Cevaplar | Görünümler | Aktivite | |
|---|---|---|---|---|
|
1
Haz 23
|
3365 | ||
|
1
Şub 24
|
3217 | ||
|
1
Ağu 23
|
2530 |
