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Siebel Consumer Goods Guide > Trade Promotions > Configuring Trade Promotions > Changing the Visibility Filter for Team MembersBy default, the visibility filter in the Plan List view filters plans based on the team members for the accounts in plans. You can change this default so this visibility filter filters plans based on the team members in plans. Changing the default for this visibility filter is applicable to situations in which a manufacturer works with multiple brokers who share the same account. The brokers can view only the plans that include them as members. To change the visibility filter for team members in the Plan List view
By default, the visibility filter in the Account Promotions List view filters account promotions based on the team members for the accounts in account promotions. You can change this default so that this visibility filter filters account promotions based on the team members in account promotions. To change the visibility filter for team members in the Account Promotions List view |
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