CRM 2011 - Entity Ownership setting

I have created a FamilyAndFriends Entity that have a Many to One relationship with Contact Entity.  The FamilyAndFriends will appear as a subgrid within the Contact form and also appear in the left navigation pane of the contact form.   Each sales person will have its own set of contacts (including theirr FamilyAndFriends).  The contacts will not be shared.

What happen if FamilyAndFirends Entity has ownership being 'Organization' and Contact being 'user or team'?  Do we be able to protect the contacts and their familyAndFriends of a sale person from that of another sale persons since we can access FamilyAndFriends only in Contact Form?
tommym121Asked:
Who is Participating?
 
Chinmay PatelEnterprise ArchitectCommented:
If it is referrential then it will filter records in associated view but still agents will be able to see all the records when they go to Contacs- > All contacts or use Advanced Find.
0
 
Chinmay PatelEnterprise ArchitectCommented:
Unfortulately No. It has to be User or Team level access.
0
 
tommym121Author Commented:
Chinmay,

Would you be able to elaborate? Since you can only access FamilyAndFriends of a contact within the contact Form, how can one sales person can access other sales person FamilyAndFriends?
0
 
tommym121Author Commented:
Chinmay,

the 1:N relationship between Contact and FamilyAndFriends is referential. Does this make a difference in your reply?
0
 
tommym121Author Commented:
Thanks you very much for your help.
0
Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

All Courses

From novice to tech pro — start learning today.