Security groups | Maxtalk

ashlyNew 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

7/6/076:22 AM

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gordNew Member

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.

ashlyNew Member

Thanks

I am using Maximizer 9.0 and not enterprises version -- & believe this will not be possible

7/7/076:26 AM

advocosupportMaximizer CRM Consultants

I'm afraid that in order to achieve what you're after you will need the Enterprise version of the product.

7/9/079:58 AM

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