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    Hello all,
    This is my first post...

    We used to work with ACT... Now CRM4

    I imported everything from ACT to CRM (with a lot of dificulties, but hey, it works now).
    The users have (for a start) two questions :

    1. They can see each other accounts, it's not something we want.  Is there a possibilty to block that ?  All users are "Salespersons", and in the team "Sales"
    2. In the list of "accounts", they want to see a column with 'category'.  In "Advanced Find", we search for category, but they want to see it in the list.
    3. Where can you make new categories ?????

    Greetings,
    Jochen

    • Edited by Jochen Andries Tuesday, September 22, 2009 7:54 AM Team added
    Tuesday, September 22, 2009 7:50 AM

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    Hi.
    1. Change Sales Person role in following maneer - Open CRM - Go - Settings - Administration - Security Roles - open role your salespersons use - open core records and change read privilege on account records  to user - save and close the role.
    2. To change field accessible for display in views Open CRM - Go - Setting - Customization - Customize entities - open entity (for example account) - open Attributes section - open required attribute - change Searchable to Yes - Save Attribute - Publish the entity.
    3. To change values in picklists (category) - Open CRM - Go - Setting - Customization - Customize entities - open entity (for example account) - open Attributes section - open required picklist attribute - add required values - Save Attribute - publish the entity.
    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    • Marked as answer by Jochen Andries Tuesday, September 22, 2009 9:04 AM
    Tuesday, September 22, 2009 8:17 AM
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    Hi, Jochen.

    Open account - Forms and Views - Open My Active Accounts (default view) - add required field (category) - Save the view - Publish the entity.
    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    • Marked as answer by Jochen Andries Tuesday, September 22, 2009 9:04 AM
    Tuesday, September 22, 2009 8:38 AM
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    Hi Jochen,

    1. with regards to viewing/reading accounts, you need to design security roles this way..

             what you need to do create differenet business unit and then put sales person in differenet business unit and then create custom security role where in Account Specify that they can read only thier business unit data..

             So Sales people in business unit will not able to view other sales persons account which will be another business unit.

    2. you need to make category field as searchable as follows

     go to Customization --> Customize entities --> Account --> Open Account Entity --> click on Attributes 

    Select Category (accountcategorycode)---Open it --> Select Searchable to Yes and then save this and publish it..

    3. Similarly on this same screen you can add/edit categories as well....

    hope this helps..!!
    Tuesday, September 22, 2009 8:12 AM
    Answerer
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    An answer to all my questions !!!
    You're a God !!!

    THX !!!
    Tuesday, September 22, 2009 8:13 AM
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    Hi.
    1. Change Sales Person role in following maneer - Open CRM - Go - Settings - Administration - Security Roles - open role your salespersons use - open core records and change read privilege on account records  to user - save and close the role.
    2. To change field accessible for display in views Open CRM - Go - Setting - Customization - Customize entities - open entity (for example account) - open Attributes section - open required attribute - change Searchable to Yes - Save Attribute - Publish the entity.
    3. To change values in picklists (category) - Open CRM - Go - Setting - Customization - Customize entities - open entity (for example account) - open Attributes section - open required picklist attribute - add required values - Save Attribute - publish the entity.
    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    • Marked as answer by Jochen Andries Tuesday, September 22, 2009 9:04 AM
    Tuesday, September 22, 2009 8:17 AM
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    NICE !!!!!!
    Tuesday, September 22, 2009 8:20 AM
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    mmmm, Everything is OK now, except the category-field in the main accounts-view...
    The field is not showing up on the main list (Customers - Accounts)

    It was searchable in the attributes-settings.

    Jochen
    Tuesday, September 22, 2009 8:37 AM
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    Hi, Jochen.

    Open account - Forms and Views - Open My Active Accounts (default view) - add required field (category) - Save the view - Publish the entity.
    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    • Marked as answer by Jochen Andries Tuesday, September 22, 2009 9:04 AM
    Tuesday, September 22, 2009 8:38 AM
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    Thank you very much !!!!
    Tuesday, September 22, 2009 9:04 AM
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    Thank you


    ___________________________________________________________________________________________________________________________
    pepboyssurvey
    Tuesday, December 22, 2009 1:06 PM