Contact Filter

roshandilruk

Hi All,

Does anybody aware that, in Contacts, if a Sales Person create Contacts, those Contacts only should be visible to that Sales Person only. For an example Sales Person A should not see other Contacts except the Contacts created by him.

I'm not using any responsibility centre.

Any easy Idea??

AdamRoue

Hi

This is not available as standard (I think it was rumoured to be a potential add for 5.0). I am afraid you will need to modify it to achieve this.

nunomaia

You could use the same concept that invoices are filtered by responsibility center.
Filtering Contacts by Sales Person would be a nice feature to have.