Sales Security

s448vpt
s448vpt Member Posts: 20
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.

Comments

  • Reinhard
    Reinhard Member Posts: 249
    With SQL you can use Security Filters.
  • s448vpt
    s448vpt Member Posts: 20
    They are not using SQL, so security filters will not work. thank you
  • matttrax
    matttrax Member Posts: 2,309
    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.