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RBC_1

Setting Quotes and Orders as View only for users

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As the Quotes and Orders are not part of the user security profile in standalone CRM, has anyone come across an easy way to make them read only for certain users?

I have a scenario where the sales team can view/create/edit opportunities but raising quotes/orders is an admin task only, so an admin user will raise the quote but the salesperson will then have visibility and progress....

Any suggestions appreciated.

Thanks

Roger

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    Quite simple. In a validate script just check if the user is part of the allowed list. You could manually maintain the list in the script or create a caption family so you can maintain it there. If the user isn't in that list you make valid = false and then put set the errorstr = to a message of your choosing. This doesn't stop them creating one but they can't save it. They won't do it twice

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  • 0

    Quite simple. In a validate script just check if the user is part of the allowed list. You could manually maintain the list in the script or create a caption family so you can maintain it there. If the user isn't in that list you make valid = false and then put set the errorstr = to a message of your choosing. This doesn't stop them creating one but they can't save it. They won't do it twice

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