lock account so account owner cannot edit

I have a client using 4.0 and they have assigned all of the accounts
to the sales person. The problem I am having is that only the sales
asst and system admin can modify the account name, etc. They want the
sales person to be able to do everything else from the open account
such as create a new opportunity, etc. If I remove write from the
role to the account entity, the create new opp box does not appear but
they can access it from another view. Does anyone have any ideas of
how I can accomplish this? I don't have any code that is helping me.

Kamal
Tue Mar 25 12:00:11 CDT 2008

i'm not sure if i can understand you correctly but you want to allow the
sale persons to edit the accounts?

or you want to prevent the sale persons from editing the accounts and
basically do everything else apart from editing the account?

Think about it in real life, owning a car implies that i can do anything
with it. So by default, if i own the account, the account is mine
until the ownership is moved to someone else.

--

Kamal Hitari
MBSS, MCNPS, MCTS
2B.net Ltd
http://kamalhitari.blogspot.com

kfainter wrote:
> I have a client using 4.0 and they have assigned all of the accounts
> to the sales person. The problem I am having is that only the sales
> asst and system admin can modify the account name, etc. They want the
> sales person to be able to do everything else from the open account
> such as create a new opportunity, etc. If I remove write from the
> role to the account entity, the create new opp box does not appear but
> they can access it from another view. Does anyone have any ideas of
> how I can accomplish this? I don't have any code that is helping me.

imumar
Tue Mar 25 17:50:00 CDT 2008

Hi,
You will need custom development. You need to put logic in onLoad of the
account form, if edit is not allowed than make the required fields read only
using JScript else let them editable.

There is no functionality in Roles to achive your limited rights
functionality.

--
uMar Khan :: MS CRM MVP
CRM Freelance Consultant
Email :: imumar at gmail dot com
Blog :: http://umarkhan.wordpress.com
MVP :: https://mvp.support.microsoft.com/default.aspx/profile/umar.khan


"kfainter" wrote:

> I have a client using 4.0 and they have assigned all of the accounts
> to the sales person. The problem I am having is that only the sales
> asst and system admin can modify the account name, etc. They want the
> sales person to be able to do everything else from the open account
> such as create a new opportunity, etc. If I remove write from the
> role to the account entity, the create new opp box does not appear but
> they can access it from another view. Does anyone have any ideas of
> how I can accomplish this? I don't have any code that is helping me.
>