Solved

crm 2011 - Delimma of assigning owner

Posted on 2012-04-06
4
452 Views
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?
0
Comment
Question by:tommym121
  • 2
4 Comments
 
LVL 27

Assisted Solution

by:Chinmay Patel
Chinmay Patel earned 334 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.
0
 
LVL 29

Assisted Solution

by:feridun
feridun earned 166 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.
0
 
LVL 27

Accepted Solution

by:
Chinmay Patel earned 334 total points
ID: 37826134
0
 

Author Closing Comment

by:tommym121
ID: 37852961
Thanks
0

Featured Post

Threat Intelligence Starter Resources

Integrating threat intelligence can be challenging, and not all companies are ready. These resources can help you build awareness and prepare for defense.

Join & Write a Comment

Automatically creating a Trello card using data from a Microsoft Dynamics CRM record turned out to be an easy project that yielded great results.  Here's how I did this for an internal team at General Code.
For cloud, the “train has left the station” and in the Microsoft ERP & CRM world, that means the next generation of enterprise software from Microsoft is here: Dynamics 365 is Microsoft’s new integrated business solution that unifies CRM and ERP fun…
This video discusses moving either the default database or any database to a new volume.
In this tutorial you'll learn about bandwidth monitoring with flows and packet sniffing with our network monitoring solution PRTG Network Monitor (https://www.paessler.com/prtg). If you're interested in additional methods for monitoring bandwidt…

743 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

13 Experts available now in Live!

Get 1:1 Help Now