Private CRM view for every salesperson

Question

I just want to know if exist any way to generate a private view on the CRM per salesperson.
My idea it's that every seller can take a new lead (without a salesperson assigned) or load an opportunity manually and set the salesperson field and then in the CRM can only view their own leads / opportunities.
This restriction need to avoid that a salesperson can watch other leads / opportunities and, in a perfect scenario, only their own contacts.

Chris TRINGHAM · Answer

Odoo has a role *Sales / User: Own Documents Only* and the associated Record Rule will limit these users to their own Leads and Opportunities by this domain:
['|',('user_id','=',user.id),('user_id','=',False)]
This Record Rule doesn't apply to Leads & Opportunities in v11 but that's easily fixed!
You can do something similar with customers - here's more information on Record Rules [1]

[1] https://odootricks.tips/record-rules/#own

Haresh Kansara · Answer

Hi,
this module fit in your shared idea?: https://apps.odoo.com/apps/modules/13.0/jt_crm_security/

Bài viết liên quan	Trả lời	Lượt xem
Lead Generation Đã xử lý opportunities crm leads	3 thg 5 24	3779
How to limit access rights to particular menu items ? opportunities crm leads	3 thg 12 22	24138
batch migration from opportunities to leads opportunities crm leads odoo13.0	1 thg 7 24	3619
How to generate lead with existing contact information Đã xử lý opportunities contacts leads Generation	4 thg 1 24	4511
Change email model from "email_from" to "reply_to" opportunities crm email leads	0 thg 1 22	3143

Câu hỏi này đã bị gắn cờ

Bạn có hứng thú với cuộc thảo luận không? Đừng chỉ đọc, hãy tham gia nhé!