Method:Classic General Q&A

Re: Share All Records

Method_Michael — Mon, 03 Oct 2011 20:21:54 GMT

Jorge-

This feature only works with the New CRM screens, and is built into the Grid and Drop down filters. You could install the new CRM and reverse engineer the filters on the new screens and apply them to the old screens.

-MIchael

Re: Share All Records

jhcarboni — Mon, 03 Oct 2011 19:16:15 GMT

Hi Michael,

We're not using the New CRM and yes we're using customized screens (copy of original, translated to brazilian portuguese).

Jorge.

Re: Share All Records

Method_Michael — Mon, 03 Oct 2011 19:09:16 GMT

Hi Jorge,

Just to confirm have you updated to the New CRM and are you using customized screens or orginal screens?

-MIchael

Share All Records

jhcarboni — Mon, 03 Oct 2011 18:41:37 GMT

We had been using Method around 2 years, until now our sales staff share oportunities between themselves, I mean sales-user1 can see/modify records from sales-user2. Right now due to a strategic changes in sales process we want to protect oportunities for each salesman, each one will be able to see/modify their own oportunities records. And we want to create a user with manager role profile that will be able to see/modify oportunities of everyone.

To achieve this result I tried to modify the user´s option called share all record, unchecking it from salesperson's users, also, kept checked on manager's user.

However when I logon as salesman user go to oportunities and change the filter by view to all oportunities it still getting access to oportunities assigned to others.

Any help will be welcome, thanks in advance.

Cordially,

Jorge.