Price list Security Role

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• 2012年5月3日 9:48

   

   
  

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  Hi Irshard,

  There are no specific privileges for the PriceLevel (price list) entity. It is by design.

  Price list is tightly integrated to other entities on which you can have security.

  I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.

  ---

  Ashish Mahajan, CRM Developer, CSG (Melbourne)
  My Personal Website: http://www.ashishmahajan.com
  My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
  My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

  My Linkedin:

  My Twitter: https://twitter.com/#!/ashishmahajan74

  • 回答の候補に設定 Ashish Mahajan Australia (Architect) 2012年5月3日 9:48
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• 2012年5月3日 10:23

   

   
  

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  what are the other entities ?

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  Irshard Zahir

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• 2012年5月3日 10:50

   

   
  

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  Hi Irshard,

  It is tightly integrated with sales/marketing entities like Opportunity, Order, Invoice, Product, Campaigns and Quote.

  There are also relationships between price list and the above entities.

  I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.

  ---

  Ashish Mahajan, CRM Developer, CSG (Melbourne)
  My Personal Website: http://www.ashishmahajan.com
  My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
  My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

  My Linkedin:

  My Twitter: https://twitter.com/#!/ashishmahajan74

  • 回答の候補に設定 Ashish Mahajan Australia (Architect) 2012年5月3日 10:50
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• 2012年5月4日 12:25

   

   
  

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  Hi,

  Another possibility is to work with 2 forms related to price list --> On one form you make sure you can't see Price List Items and on the other form you keep the standard interface. By granding only the users who may see the Price List Items the access rights (with the form security) to the standard form you can protect the price information of your company.

  Kr,

  Deplay

  • 回答の候補に設定 Deplay 2012年5月4日 12:25
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• 2012年5月8日 11:53

   

   
  

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  Hi Irshard,
          
  If any of the responses answered your question and you are satisfied, please mark the response as an answer and vote as helpful. This will help others to search on similar problems.
          
  Thanks in advance.

  ---

  Ashish Mahajan, CRM Developer, CSG (Melbourne)
  My Personal Website: http://www.ashishmahajan.com
  My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
  My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

  My Linkedin:

  My Twitter: https://twitter.com/#!/ashishmahajan74

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• 2012年5月14日 9:05

   

   
  

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  Hi Irshard,
          
  If any of the responses answered your question and you are satisfied, please mark the response as an answer and vote as helpful. This will help others to search on similar problems.
          
  Thanks in advance.

  ---

  Ashish Mahajan, CRM Developer, CSG (Melbourne)
  My Personal Website: http://www.ashishmahajan.com
  My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
  My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

  My Linkedin:

  My Twitter: https://twitter.com/#!/ashishmahajan74

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