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?


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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.


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


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By: Lay Swan 171006, KM 171009, P171020



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