Difference between revisions of "Troubleshooting: Filter by Salesman - Sales agent can access other agent’s customers"

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'''Question:''' I am using filter by salesman module, why the sales agents can access other agent’s customers?
 
'''Question:''' I am using filter by salesman module, why the sales agents can access other agent’s customers?
   
  +
<b>Version:</b> 1.8 / 1.9 / 2.0
   
 
[[File:Fbs1.jpg]]
 
[[File:Fbs1.jpg]]

Latest revision as of 03:30, 21 February 2020

Question: I am using filter by salesman module, why the sales agents can access other agent’s customers?

Version: 1.8 / 1.9 / 2.0

Fbs1.jpg


Fbs2.jpg


Fbs3.jpg


Possible Reason:

You have not enabled the option “Apply Filter by Agent in Lookup Editor”. Thus, Sales agent can access other agent’s customers.


Solution:

To control sales/purchase agents’ rights to access other agent’s customers, check the checkbox Apply Filter by Agent in Lookup Editor under Tools > Options > General > Application Settings.


Fbs4.jpg


Sales/purchase agent only can access to their own customers now.


Fbs5.jpg


By: Lay Swan 171006, KM 171009, P171020



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