CBMS ERP Salesperson Own Contacts

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Salesperson Own Contacts saleperson own contact salesperson own customer for salesperson own partners for sales person own contacts sales own customers sales own contact sale own contact sale own customer sales persons own customers for sales person

Own Contact App in CBMS ODOO,
Salesperson Own Contacts in CBMS ODOO,
Display Own Contact Menu on Contacts in CBMS ODOO,
Customers Menu Visible to Sales/All Documents User Only in CBMS ODOO,
Visible Own Contact Menu to Sales/Own Documents Only User in CBMS ODOO,
Visible Own Contact Menu to Sales/All Documents User in CBMS ODOO,

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SKU: bi_own_contact_app Category:

Description

Salesperson Own Contacts CBMS Apps

Sales Person Own Customer CBMS Apps

Salesperson Own Contacts-Customer CBMS apps helps to manage sales person’s own contacts and customers only, it’s only visible and display contact belongs to that particular sales person. When users have ‘Sales/Own Documents only’ group access then those users can only see their own contacts menu under CRM which only shows contacts belonging to user login as salesperson of contacts plus those contacts which doesn’t have any salesperson. When users have ‘Sales/All Documents’ group access then those users can see all contacts data.

Features

Display Own Contact Menu on Contacts

You can see user can only access his contacts using Own Contact menu.

Customers Menu Visible to Sales/All Documents User Only

You can see Customers menu should only visible to Sale/All Documents user on Sale order and CRM.

User Configuration for “Own Documents Only” Group

Goto Settings -> Users & Companies -> Users in that select Sales/Own Documents Only user group.

Display Own Contact Menu in Kanban View

You can see contacts menu should invisible/hide and display own contact menu, It should shows only those contact where login user as salesperson of contacts plus those contacts which doesn’t have any salesperson.

Display Own Contact Menu in Tree View

Display Own Contact Menu in Form View

You can see form view of own contact in that login user as salesperson of contacts.

Invisible Customers Menu On Sale Order

You can see customers menu should hide/invisible to Sales/Own Documents Only user on sale order.

Invisible Customers Menu On CRM

You can see customers menu should hide/invisible to Sales/Own Documents Only user on CRM.

User Configuration for “All Documents” Group

Goto Settings -> Users & Companies -> Users in that select Sales/All Documents user group.

Display Contacts Menu in Kanban View

You can see contacts menu should only visible to Sales/All Documents user.

Display Own Contact Menu in Kanban View

You can see contacts and own contact menu both visible to Sales/All Documents user, It should shows only those contact where login user as salesperson of contacts plus those contacts which doesn’t have any salesperson.

Visible Customers Menu On Sale Order

You can see customers menu should only visible to Sales/All Documents user on sale order.

Visible Customers Menu On CRM

You can see customers menu should only visible to Sales/All Documents user on CRM.

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Free Support

You will get 90 Days free support incase any bugs or issue (Except data recovery).

At CBMS TECHNOLOGIES LTD we offer end to end solution for CBMS services. Which includes analysis & consultation on the workflows and integration part. Please note that You’re not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@mymycbms.com or raise a ticket on support.

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