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RESTRICT VIEWERSHIP Application Setting

Group.  SFA

Type.  Function

Application.  S&C

                     ORS

Description.  Restrict Viewership of Profiles for non owners

Property Determination.  This feature enables restrictions on which sales managers may view information for specific accounts, contacts, activities, and potentials, depending on the ownership of the information and the circumstances under which the information is accessed.

Activation / Inactivation Rules. 

OPF_XXX active

Available Values.

Y (Yes)

N (No)

Add On Licenses/Country Specifics.

<none>

Other Application Settings.

Visible only when OWNER within the General group

 is Y, active.

Affected Areas

Menus / Screens / Fields.

Only the owner or owners of a contact can see the contact listed on the Contact Search screen when selecting Customer Management>Contact.

 

Only the owner or owners of an account can see the account listed on the Account Search screen when selecting Customer Management>Accounts.

Reports & Report Forms.

<none>

Permissions.

<none>

Other Areas.

<none>