İçereği Atla
Menü
Bu soru işaretlendi
2 Cevaplar
2176 Görünümler

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?

Avatar
Vazgeç
En İyi Yanıt

Hi, 

Please follow the steps,

1. Activate developer mode.

2. Go to settings-> technical-> security rule 

3. Create a new record.


Hope it helps

Avatar
Vazgeç

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!

En İyi Yanıt

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)]

Avatar
Vazgeç
İlgili Gönderiler Cevaplar Görünümler Aktivite
1
May 25
1347
1
Mar 25
1524
MERGING CONTACTS Çözüldü
1
Şub 25
2325
2
Şub 25
2667
1
Kas 24
2525