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Accounts "Read Only" Capability

Last post 10-14-2011 2:24 PM by Method_Michael. 1 replies.
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  • 10-14-2011 1:45 PM

    Accounts "Read Only" Capability

    Reply Contact

     

    I would like the sales people to have the ability to see all Accounts and the assigned Reps with Read Only capability. They should only be able to edit accounts, contacts, leads etc. to which they are specifically assigned. Does Method CRM have this capability and if so how can I get to this information.

  • 10-14-2011 2:24 PM In reply to

    Re: Accounts "Read Only" Capability

    Answer
    Reply Contact

    Hi Robert-

    Something like this is possible but it would require some customization in Method to make the screen read only when the rep assigned is different than the rep viewing it.

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
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