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Restriction Groups for Business Accounts

We have more than one branch and would like to have Restriction Groups to Business Accounts, so end users only see the Business Accounts that apply to them. 

  • Peggy Strom
  • Mar 2 2016
  • Shortlisted
CRM
  • Attach files
  • Joel Gress commented
    September 05, 2019 13:57

    Any update on when this will be delivered?

  • Joel Gress commented
    December 07, 2018 13:10

    We get this request often from organizations with multiple salespeople. They want to restrict access so salespeople are not seeing what others are doing and instead focus on their deals.  It is also about restricting visibility into special pricing or having salespeople see what competing customers may be purchasing.  

  • Dennis Dementiev commented
    December 07, 2018 07:54

    Merged. Thank you Eric!

  • Eric Ratté commented
    December 05, 2018 14:49

    This should be merged with https://feedback.acumatica.com/ideas/ACU-I-917