Companies need to protect their customer lists from potential fraud or theft. Restricting salespeople to only the accounts they know could prevent losses when a salesperson quits. This should include AR and SO files.
by: Steve P. | over a year ago | Sales & Distribution
Comments
This is a huge thing. really hurts us that this isnt a native feature
DSD has an enhancement that fits this need, check it out here:
https://www.dsdinc.com/enhancements/marketplace/products/ar-1157-security-for-customer-salesperson-by-user-id