Restrict Access to Contact information

Question

I would like to create a contact for each of my customers, but I would need to make it so when I assign a salesperson to that contact, none of the other sales people can see that contact information, like at all. How do you do that?

Cybrosys Techno Solutions Pvt.Ltd · Answer

Hi,
This can be done upon making custom user group or you can write a server action in which you can override the action of contact module. so that only the salesperson allocated for that user can see the details. Please find the links below to see how you can define new server action or user group.
Server Action
https://www.youtube.com/watch?v=dS3EVb-Xjms [1]
User Group
https://www.youtube.com/watch?v=wgPtgPbY4uc [2]
Hope it helps

[1] https://www.youtube.com/watch?v=dS3EVb-Xjms
[2] https://ww

Deepa Venkatesh · Answer

I too had the same requirement, Couldn't find any ready, thus ended up doing Customization to suit the requirement.
My Solution:
Hide Contacts Menu (Root) -- i.e Control using groups
Customer Menu (under Sales) -- redefined the domain such that When Salesperson logs in, he can see only his Customers.

Це запитання позначене

Enjoying the discussion? Don't just read, join in!