Troubleshooting: Filter by Salesman - Sales agent can access other agent’s customers
Question: I am using filter by salesman module, why the sales agents can access other agent’s customers?
You have not enabled the option “Apply Filter by Agent in Lookup Editor”. Thus, Sales agent can access other agent’s customers.
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.
Sales/purchase agent only can access to their own customers now.
By: Lay Swan 171006, KM 171009, P171020
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