|
CRM Software - CABC | Maximizer | Maximizer Add-ons | Services | Support | Store | News |
![]() |
![]() |
|
Go
![]() |
New
![]() |
Find
![]() |
Notify
![]() |
Tools
![]() |
Reply
![]() |
|
|
Member |
I am trying to organize security groups to our "Sales address book folder". I did as per the user manual--everything is fine except for "Opportunities". When the option modify other users private entries' is not enabled--even the users in the same group cannot see the opportunities created by others within the group. But can see the notes & documents.
So how can I achieve this--- ....I want to make 2 groups-- Zone A & Zone B ....Users in each group should be able to see the address book entries assigned to their groups along with notes, documents & opportunities related to those address book entries. Please help |
||
|
|
Master |
View/edit access to Opportunities is controlled by membership in Sales Teams, not Security Groups. Check the Maximizer Enterprise documentation for details on setting up and using Sales Teams.
|
|||
|
|
Member |
Thanks
I am using Maximizer 9.0 and not enterprises version -- & believe this will not be possible |
|||
|
Maximizer Specialist![]() |
I'm afraid that in order to achieve what you're after you will need the Enterprise version of the product.
|
|||
|
| Powered by Social Strata |
|
|
CRM Software - CABC | Maximizer | Maximizer Add-ons | Services | Support | Store | News |