• Alaa
  • Alaa
  • Senior Member
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  • From: Jordan
  • Registered: 03/27/2015
  • Posts: 156

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

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.

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,160

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

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?

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  • Alaa
  • Alaa
  • Senior Member
  • Offline
  • From: Jordan
  • Registered: 03/27/2015
  • Posts: 156

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

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.

  • Alaa
  • Alaa
  • Senior Member
  • Offline
  • From: Jordan
  • Registered: 03/27/2015
  • Posts: 156

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

anyone could help with this issue please?

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,160

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

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

apmuthu's Website