Sales Security

s448vpt

Does anyone have an add-on to limit SalesPersons. See only their accounts, modify certain fields for their accounts, access pricing for their accounts, create invoice for their accounts, run daily invoicing reports for their accounts.

Reinhard

With SQL you can use Security Filters.

s448vpt

They are not using SQL, so security filters will not work. thank you

matttrax

Lanham has a field level security granule. I've also developed my own, wasn't too hard. It's basically just a big text parser that adds code to the OnOpenForm trigger of every form. That code will enable/disable/show/hide and set filters based on data in custom tables.