byJeff_Granger03-14-201307:58 AM - edited 03-20-201301:53 AM
LImited Access is often used in a sales situation so that each sales representative can only see the records they have reponsibility for.
Before entering a new Contact record it is good practice to first do a lookup to see if that Contact (or Company) already exists in the database to avoid duplication.
Problem: the lookup only searches in the records to which the sales person has access. If the record is already in the database but not accessible by that person they can't see it already exists. Duplicate checking does not flag that the record being entered is a duplicate.
Suggestion: the lookup should return a message saying the Contact may already exist, and who has access to the record.
In Company Detail View all companies can be seen, but limited access ones are grayed-out so there is a bit of a workaround at company level.