2.0 release by Gill
Gill
Wed Jun 30 19:44:47 CDT 2004
Sorry - clicked on Submit too soon on previous post.
The next bit is to put all your Customer support people
into different Business Units, and make those BUs parent
to the Sales people BU, and give the Support people's
Security Role access to objects owned by them, their Bu
and child BUs of their BU (Parent/Child access rights).
HTTH
Gill
>-----Original Message-----
>I've been on here a lot and actually John has responded
to
>most of my question/issues...But here it goes (sorry for
>repeating yet again and for making this so long).
>
>My sales people aren't allowed to see each other's
>accounts (company policy). So, I set up my users and
add
>my customer service people (who are aloud to see
>everything) to a group then gave that group access to
the
>all views for leads, accounts and contacts. I'm wanting
>it so that my sales people can only see anything that
has
>their name on it whether it is through ownership or
>sharing rights. When I try to share an account between
>two sales people...it will only show up on the user who
is
>listed as the owner. I know the my view only shows
>the "stuff" that the person is listed as the
owner...which
>means they can't see anything that is being shared with
>them.
>I'd like to be able to limit the reports that my
customer
>service reps can see since they have access to the
entire
>database. Not that this will happen, but you never
know -
>there is always a bad apple in the group - if my sales
>people go to their cust serv rep and ask them to run a
>report showing all the leads in the month of June or how
>much did a certain person make on a particular
order...it
>wouldn't be good.
>It would be nice to be able to turn off the export to
>excel feature along with printing features for certain
>views....agian this makes it way too easy for people to
do
>things they shouldn't be doing.
>I've noticed that when you want to assign an activity to
a
>particular person...it assigns all for that
>account/contact rather than allowing you to pick and
>choose the activities you want to assign.
>I guess these are my main issues for now.
>
>thanks for whatever help you can provide me with,
>Jen
>
>
>>-----Original Message-----
>>I think version 2.0 is scheduled to be released end of
>>first quarter 2005. I dont know about the security
>>issues but its supposed to be more flexible when trying
>>to change the side tab names, creating new record
types,
>>and modifying the existing ones. For instance, if you
>>didnt wanna use "Account" as the name for that
category,
>>you could rename it as Company. I'm just wondering
what
>>security issues you are referring to.
>>
>>
>>
>>>-----Original Message-----
>>>I'm currently using 1.2 in my test environment, but
>>there
>>>are so many security issues....I was wondering if
these
>>>security issues will be resolved in 2.0 and if there
is
>>a
>>>release date for 2.0????
>>>
>>>Thanks,
>>>Jen
>>>.
>>>
>>.
>>
>.
>