Security access rights
wdinzey@dpdsoftware.ca
8-28-17
I am trying to get an access right set up where "SalesPeople" are not allowed to change the sales person on the customer inspect.


When I set the access to "Browse" it dose what I need for existing contacts but if the sales person tries to create a new customer the system does not allow them to set the sales person and I have the Default "Sales person to Current User" set.

I was expecting that on a new customer the system will default the sales person but it seems to leave it blank.

SERP version 8.3


Is there a way to to achieve this? Sales People are not allowed to change the Sales Person on an existing contact but can have it set to their ID if they create a new contact?

Thanks,

Wayne
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