Troubleshooting: Filter by Salesman - Sales agent can access other agent’s customers: Difference between revisions
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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? |
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<b>Version:</b> 1.8 / 1.9 / 2.0 |
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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
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.
Sales/purchase agent only can access to their own customers now.
By: Lay Swan 171006, KM 171009, P171020
AutoCount Accounting 2.0 & 2.1
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AutoCount Accounting 1.8 / 1.9
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AutoCount Payroll
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