Link to home
Start Free TrialLog in
Avatar of tommym121
tommym121Flag for Canada

asked on

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?
Avatar of Chinmay Patel
Chinmay Patel
Flag of India image

Unfortulately No. It has to be User or Team level access.
Avatar of tommym121

ASKER

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?
Chinmay,

the 1:N relationship between Contact and FamilyAndFriends is referential. Does this make a difference in your reply?
ASKER CERTIFIED SOLUTION
Avatar of Chinmay Patel
Chinmay Patel
Flag of India image

Link to home
membership
This solution is only available to members.
To access this solution, you must be a member of Experts Exchange.
Start Free Trial
Thanks you very much for your help.