John
Mon Aug 02 14:31:28 CDT 2004
nice to get an easy question for a change :-)
glad i could help
--
John O'Donnell
Microsoft CRM MVP
"Rafael Gomez" <anonymous@discussions.microsoft.com> wrote in message
news:99c501c478c2$23b26960$a401280a@phx.gbl...
> John,
>
> You hit the nail on the head...the user was looking
> at "My Active Accounts" instead of "My Active Accounts".
>
> Thanks for the tip...I wasn't there so it might have
> taken me a while to ask him enough questions to figure
> that one out.
>
> Rafael
> >-----Original Message-----
> >this is weird as the reporting system will show you what
> you have access to
> >so i would expect the other CRM views to show the same
> data.
> >
> >when the manager goes to accounts is he looking using
> the view called "My
> >Active Accounts" or the view called "Active Accounts"
> >
> >the other users data will only who up when he uses
> the "Active Accounts"
> >view. This may be obvious but i have seen other people
> think that all the
> >data you can view will show up in the My Active Accounts
> view which of
> >course is incorrect.
> >
> >
> >--
> >John O'Donnell
> >Microsoft CRM MVP
> >
> >
> >"Rafael Gomez" <anonymous@discussions.microsoft.com>
> wrote in message
> >news:7f0101c47740$1471ef80$a501280a@phx.gbl...
> >> I have two users - one is the manager of the other.
> They
> >> are both in the same Business Unit, of course. The
> >> manager has CEO role assigned to him.
> >>
> >> When the manager logs in, he does not see his
> employee's
> >> accounts, contacts, etc. even though his role gives him
> >> Organizational-level access to all data.
> >>
> >> However, when we run a list report, he is able to see
> all
> >> accounts, contacts, etc.
> >>
> >> Any ideas as to why he is not able to see all the
> records
> >> outside of reports?
> >
> >
> >.
> >