Ideas for Acumatica

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Extend Restriction Group functionality to CR Leads

If a Critical lead is assigned to a Salesman, the Salesman and its supervisors (Reports To) hierarchy should only be able to view the same. Not all the Sales staff should see the lead.

  • Guest
  • Mar 17 2015
  • Future consideration
CRM
  • Attach files
  • Greg Polsky commented
    28 Aug, 2018 12:55pm

    CRM in general has no Branch or Restriction group options from what I can see.  

  • Troy Vars commented
    18 Oct, 2017 10:13pm

    Include Cases, please and Business accounts

  • Colin MacMillan commented
    31 Mar, 2015 04:15pm

    Also in general the CR module needs to be enabled in Restriction groups, like BAccount, Contact, etc.  The BAccount in particular is wide open so there is no way to lock down sets of CRM data.