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New Post 1/22/2008 2:31 PM
  glcproducts
1 posts
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Sales person accounts 

Bill , Posiable plug-in .....Want user or salesperson to only be able to view there own accounts under customer tab. Would also like this to work with New Quote, order, customer and in CRM dashboards, with admin able to view all. woul d this be something you consider. Gene

 

 
New Post 1/22/2008 10:56 PM
  bdimes
18 posts
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Re: Sales person accounts 

I've had a couple people approach me asking about the same thing.  There are several issues: 

  • Interprise Suite has no data-row-filter based role security in it or its framework.  So it's not a simple add-in. 
  • I'd have to code a plugin that derived from the system objects for each instance where you can select a customer and override the view and filters.  Think about all of the places where a list of customers, prospects, quotes, orders, transactions, activities, appointments, etc. can be selected.  I'd have to write dozens of plugins, some that would be very difficult, some might be impossible (some forms aren't available in the role manager to be modified).
  • Then there are the find dashboards.  They aren't plugins.  They are driven from entity records in the database and can't be "coded".  I'd have to change core system views that would be stepped on during updates.  This may not be possible as I've seen areas of the source with references into the find forms that might not work.
  • Then there are the business intelligence dashboards...
  • Think of all the forms - you can open an item and see a list of recent transactions.  They might be from other salespeople.

So to answer your question - maybe.  It wouldn't be A plugin, it would be dozens of plugins.  It would be days, possibly weeks of work.  It would be messy, buggy, and ugly.  It would require reworks when service packs and hot fixes came out. 

I guess it comes down to - "How bad do you want it?" and "How big is your budget?"

Sorry I don't have better news.  I've looked into this before.

Thanks,


Bill Dimes
DimeSoft Business Solutions, Inc.
Certified Interprise Solutions Solution Provider
(800) 434-4514 x221
(909) 928-1990 x221
www.interprisesuiteplugins.com
www.dimesoftinc.com
 
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