Order and Service Management (Communications Industry) (MOSC)

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How to limit a salesperson from entering/ Querying customers' information?

edited Oct 9, 2013 1:53AM in Order and Service Management (Communications Industry) (MOSC) 1 commentAnswered
Dears,

 

In our environment as a home appliance manufacturer, each salesperson has his/her own list of customers.

He/she is allowed to enter & query any types of transactions including orders, invoices, payments, etc…

Also he/she can view his/her customers’ AR information including statements, holds, past due invoices, etc…

I need to functionally (not technically – customization) limit such view so that every salesperson should only view all of the above for his/her own list of customers.

Is there a way to do this?

 

Regards,

Fahmy

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