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CRM restrictions

My client would like to restrict his sales people so much as that they can only see orders they place and also only see their BP's. I tried a whole bunch of security setttings and cannot seem to come up with anything. Is this possible in the system or SDK?

Any Ideas?



Former Member

"Security" in this manner is definitely a limitation of the UI right now, you're best bet would be to go with a custom programmed solution to meet the requirements more exactly.

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