Sales CRM Follower Access Rights
by Viindoo
| Lines of Code | 66 |
| Technical name | viin_sale_crm_follower_access_right |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/15.0/viin_sale_crm_follower_access_right |
| Read description for | v 13.0 v 14.0 v 16.0 |
| Required Apps | CRM (crm) Discuss (mail) Invoicing (account) Calendar (calendar) Contacts (contacts) Sales (sale_management) |
Demo video: Sales CRM Follower Access Rights
Problem
- When users are given the View their own documents only access, they are not allowed to access the documents of other users by default even though they have been added as followers.
- However, in reality, there are many cases where the coordination of a group of employees is needed, so they need to access relevant documents to view, exchange information and perform work (leads, opportunities, sales quotations, sales orders...).
Solution
- This module allows all employees who are added as followers to access documents even though they are not in charge of those documents.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
Instruction video: Sales CRM Follower Access Rights
- Navigate to Apps.
- Search with keyword viin_sale_crm_follower_access_right.
- Press Install.
Instruction
1. If you have the User: Own documents only access right in the Sales application, you will only see the sales orders that you are in charge of.
2. Add followers on the sales orders created and managed by other employees.
3. Now you will see the information of the sales order that is not in your charge.
Note: This feature will also be applied to the User: Own documents only access right at CRM app.
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