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Limited View/ Private Confusion

Copper Contributor
Posts: 73
Country: United States

Limited View/ Private Confusion

I'm trying to set up my sales people so they can only see the people in their region. So far I have put each region (NE, SE, Midwest etc etc) to limited view with each salesperson, administrators and the administrative assistants. HOWEVER, when I log on as a salesperson they can still see some of the other companies in the company list.
Nickel Super Contributor
Posts: 843
Country: United States

Re: Limited View/ Private Confusion

Yes, they will see the companies in the list, but they won't be able to see any of the company information.

Rita Kogstad
RKA Associates
Stamford, CT
Copper Elite Contributor
Posts: 172
Country: USA

Re: Limited View/ Private Confusion

There is a Add-on from design R1 that will "cure" that problem.

Bob Kennedy
ACC
Kenbar Solutions CT,CA & FL
Copper Contributor
Posts: 73
Country: United States

Re: Limited View/ Private Confusion

Thank you. Would you mind posting a link? I know you're not allowed to advertise on the boards however I did see in previous posts that it is OK if it is a solution to a question on here and you're blatantly advertising. If it's your add on I'd love to take a look to see if it can provide the solution I need.