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Regular Contributor
Broadfoot
Posts: 120
Registered: 10-29-2008
0

Restrict salespeople to their own accounts only

[ Edited ]

The subject line above references an Idea entry on the Sage Ideas site at https://www11.v1ideas.com/SageERP/MAS90and200/Idea/Detail/1877.

This is an issue that comes up with end users regularly.  17 of us have voted for it.  If you feel it is worth a vote, please do so.

 

If you have an alternate way to accomplish this that is difficult to circumvent, please share your approach.

 

Thanks,
John Broadfoot
Switcher
BigLouie
Posts: 2,687
Registered: 10-28-2008
0

Re: Restrict salespeople to their own accounts only

In v4.40 this could easily be accomplished with a script. Variations on this have been posted in the Dive Deep videos.

Big Louie No MBA but BMOC
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Sage MAS Partner
Ziliak
Posts: 30
Registered: 01-07-2009
0

Re: Restrict salespeople to their own accounts only

We have a native iPad app that restricts by salesperson.  Its designed for mobile sales people and allows for quote and sales order entry.

 

http://www.xkzero.com/software/sage_erp_mas_ipad.aspx

 

 

Paul Ziliak, xkzero
847.238.3106