• From: UAE, Dubai, Hong Kong
  • Registered: 12/07/2014
  • Posts: 40

Topic: Salesperson can only view details of his/her own customers

Is it possible to set access right segregation to allow salespersons to be able to view their own customers but not others?

e.g. when placing Sales order entry, the salesperson can only choose the customers assigned to him/her in the drop down list.

Thanks.

  • Registered: 12/25/2007
  • Posts: 2,447

Re: Salesperson can only view details of his/her own customers

No, this is not supported in current FA version, but you can try implement it yourself, or hire any software developer. This should not be hard to achieve.
Janusz

  • From: UAE, Dubai, Hong Kong
  • Registered: 12/07/2014
  • Posts: 40

Re: Salesperson can only view details of his/her own customers

Thanks Janusz.

Can anyone shed some light on how to implement this? Which part of the codes do i need to change?

Many thanks.

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,094

Re: Salesperson can only view details of his/her own customers

Some SELECT / UPDATE or INSERT sql statement that refers to the tables concerned where an extra or new WHERE clause will need to be used when a certain class of of user logs in (session user).

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