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Hello, everyone,


I need to set an access rule for an external salesperson. I need to filter contacts and opportunities for Canada and US countries only.

I tried to create a new group with an access rule that follows the following domain : 


[('country_id', 'in', ['United States', 'Canada'])]


but it doesn't work.

Would you know how to help me?

Obviously I would like all members to be able to see all leads except the salesperson.

Аватар
Відмінити

Thank you for your email.

I am currently on annual leave and will return on Mon 11 Sep 2023

For support matters, please contact support directly at +61 3 9135 1900 and follow the voice prompts

For any sales related enquiries, please contact Mr Alexander Attard by emailing him at a.attard@pnors.com

For all other urgent matters, please contact the office at +61 3 9135 1900 and you will be redirected appropriately to one of my colleagues who can help you.

 

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