CRM On Demand - Administration (MOSC)

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Grouping Service Requests

edited Sep 30, 2011 4:38AM in CRM On Demand - Administration (MOSC) 1 commentAnswered
I'm trying to figure the best way to do this.

Up til now, pretty much everyone on my CRM can see all records.

But now I have a small group who wants to be able to track their service requests separately.   What is the best way for me to accomplish this?

I can figure a few ways to do it with reports, but I wanted to create some lists for them too.     I didn't know if TEAMS or BOOKS would help me here.

Any advice?

-Dave

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