Re: [webERP-users] Sales People Access Control and assign customers to different sales people?

[ossky0516 <oss...@gm...>]

Phil,
Yes,you can use my comments as a testimonial on the web-site,what I said it
is true...
Since in your program,you can allow customer logon and place order themself
by using branch code
and customer code to limit their right.The same logic can fit my
situation.So I think if you modify it a little bit,it can easily implement
the task.
Sales is the engine of a business.Customer info is sensitive,so make it
safe....
Joe

Phil Daintree-3 wrote:
> 
> Very nice words Joe in your first email - perhaps we could use these as a 
> testimonial on the web-site?
> 
> Now the bad news!
> We can't currently restrict access by customer - we can only restrict
> access 
> by function. If the user can see a customer she can see any customer.
> 
> You can assign customers to another salesperson by clicking on the branch
> of 
> the customer and changing the salesperson. Sales people are held against
> the 
> branch since a branches might be widely spread geographically and require 
> different sales people to service them.
> 
> Phil
> 
> On Thursday 17 May 2007 04:52, Joe Zhou wrote:
>> Weberp community,
>> How can I limit sales people access control?If I just like different
>> sales
>> people handle his own customers transactions and view his own customers
>> history report and don't want them to view other sales people's customers
>> information,How can I do that?
>> If a sales people quit or is fired,how can I assign his customers to
>> other
>> sales people?...
>> Thanks for your attention!
>> Joe
> 
> -- 
> Phil Daintree
> Logic Works Ltd
> http://www.logicworks.co.nz
> 
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