您如何将可见的潜在客户限制为所有者，角色或工作组？ [英] How do you limit the Leads viewable to an owner, role, or workgroup?

问题描述

从GI中打开记录后，我仍然可以翻页到GI范围之外的下一条记录。如何将其限制为特定的工作组，角色或所有者？

After opening record from the GI, I am still able to page to the next record that is not within the GI's scope. How can I limit this to a specific workgroup, role, or owner?

行级访问屏幕上没有用于CRM的任何内容，所有者或工作组似乎都没有限制谁可以看到......必须有一种方法来限制销售人员可见的销售线索...这是怎么做到的？

The row-level access screens do not have anything for CRM there, owners nor workgroups seems to limit who can see what... there must be a way to limit the leads viewable for a salesperson... how is this done?

推荐答案

使用通用查询屏幕中的入口点选项卡，可以将所选查询与数据进行匹配报名表。用此查询替换数据输入表单后，当您尝试单击导航窗格中输入表单的名称时，您将被重定向到查询。如果您在列表中选择一条记录，则数据输入表单将打开并显示所选记录的详细信息。另外，如果您从查询中创建新记录，则会打开输入表单。

With the Entry Point tab from the Generic Inquiry screen, you can match the selected inquiry to a data entry form. Once you have replaced the data entry form with this inquiry, when you try to click the name of the entry form in the navigation pane, you are redirected to the inquiry. If you select a record in the list, the data entry form opens and displays the details of the selected record. Also, if you create a new record from the inquiry, the entry form opens.

没有机制可以自动将数据输入表单的行为与相关查询进行匹配。当您在查询列表中选择一条记录时，将打开关联的数据输入表单。打开的输入表单不知道为查询设置的过滤条件。为了限制对数据输入表单中记录的访问，您应该创建一个自定义数据输入屏幕，该屏幕的主视图和潜在顾客ID选择器的过滤条件与为相关查询定义的条件相同。

There is no mechanism to automatically match behavior of a data entry form with the associated inquiry. When you select a record in the inquiry list, the associated data entry form opens. The opened entry form is not aware of filter conditions set up for the inquiry. To limit access to records in the data entry form, you should create a custom data entry screen with filter conditions for primary view and Lead ID selector identical to those defined for the associated inquiry.

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