CRM On Demand - Administration (MOSC)

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Ignore Manager visibility on Book of Business

edited Nov 17, 2011 8:26PM in CRM On Demand - Administration (MOSC) 1 comment
My requirement is is as follows:

User creates a campaign record. None iother user should be able to view the record until owner wants to expose it for others

User selects a custom checkbox based on which the record is made visible to his manager. When checkbox unchecked, manager visibility is removed

We want to use book of business functionality here. How do we control Manager hierarchy visibility by allowing visibility only if he is added to the book associated to the record?

Also what should the default book set to in company administration screen?

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