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Can Anyone Identify What This Does?

edited Nov 22, 2019 10:32AM in CRM 4 comments

I came across this check box labeled "Restrict by Transaction Sales Rep Only" located in the Setup SFA General Tab.  I have not been able to find any mention of it within the User Guides.  I contacted Gold Support and it appears that they never knew it existed :eek: , since this is the third day of them "running test scenarios."  If you are familiar with this feature please describe for me what it accomplishes.

I am hoping that by checking this box it will allow our sales team to view customer records where they are not the Rep but restrict the transactions. Hopefully keeping them away from transactions that they are not the Rep for.  Also if you are familiar with this feature does it apply to reports as well?  Thank you in advance for your assistance.

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