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crm 2011 - Delimma of assigning owner

Posted on 2012-04-06
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Last Modified: 2012-06-21
We have sales person that will work with their own set of contacts.  They will not be sharing their contact. So it sounds like we should set the Owner of the contacts  to be their sales person.  However,  We can only want them to read but not able to change any fields except notes or the contact phone number.

How would I achieve that,
1. Sales have their own set of contacts
2. Sales can only able to write to a limit set of fields of the contact or  some fields of related entity of the contact.

What option do I have?
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Question by:tommym121
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by:Chinmay Patel
Chinmay Patel earned 1336 total points
ID: 37819711
Hi tommym121,

1. Using Security role you can make sure that they have only read permissions  on those contacts  records which they have created.  Also give them "Append" permission on Contact and "Append To" on Annotations.
2. Use Role based forms and create a form with limited fields on which you want to provide "Update".
3. Use field levle security, create a profile and include all "Sales" people in that profile, in Field Level Security profile configure it to make all other fields read-only except contact phone number.

Regards,
Chinmay.
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LVL 30

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by:Feridun Kadir
Feridun Kadir earned 664 total points
ID: 37823549
Just to clarify field-level security, at the moment it is only available with custom fields so you cannot use field level security on any of the out-of-the-box fields.

Another option to consider is to use javascript on the OnLoad event of a form to disable all fields on the form except the phone number one.
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Chinmay Patel earned 1336 total points
ID: 37826134
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by:tommym121
ID: 37852961
Thanks
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