FrontAccounting forum — how to Prevent changing sales persons in the Customer Branches

Re: how to Prevent changing sales persons in the Customer Branches

null@example.com (apmuthu) — Fri, 29 Sep 2017 06:40:38 +0000

@joe: is this a core permissions issue for the standard roles?

Re: how to Prevent changing sales persons in the Customer Branches

null@example.com (Alaa) — Thu, 28 Sep 2017 17:35:03 +0000

anyone could help with this issue please?

Re: how to Prevent changing sales persons in the Customer Branches

null@example.com (Alaa) — Thu, 21 Sep 2017 07:45:37 +0000

apmuthu wrote:

Should Salesmen be allowed to create customers for themselves only (taking logged in user as the Salesman for creating it)?
Should the Salesman field then be editable only by some higher level authority hierarchy?

Yes.. the salesman should be able to create new customer account and to select his name as the sales person for that new account..
but they shouldn't be able to edit an existing customer account.
that should be doable by a super admin only.

Re: how to Prevent changing sales persons in the Customer Branches

null@example.com (apmuthu) — Thu, 21 Sep 2017 02:03:20 +0000

Should Salesmen be allowed to create customers for themselves only (taking logged in user as the Salesman for creating it)?

Should the Salesman field then be editable only by some higher level authority hierarchy?

how to Prevent changing sales persons in the Customer Branches

null@example.com (Alaa) — Wed, 20 Sep 2017 21:32:39 +0000

Hello...

is there a way to prevent non admin users from changing the sales person for a customer in customer branches page??
this is very nedeed since salesman keep changing the sales person for an existing customer so they get credit for any new items sold to that customer.

Kind Regards.