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Hi David and Patty, thank you both for your help on this one. I have now resolved it by NOT using Security Filters as they proved to be a pain in the rear. In the end I set a filter on the OnOpenForm for both the Customer Card and Contact Card. This then allowed me to do all the functionality that was...
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A solution you could use would be to use resposibility centers instead of security roles, with responsibility centers, you can assign the user to a center and the customer and contact also, this way they only see there customers and contract. The responsibility center also filters the lookup list, so...
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[quote user="Paul Croucher"] your suggestion of using the DelayInsert has resolved the Contact creation except if they go back and try and change a Contact it wont let them ( any suggestions there???). [/quote] did you give Modify permission to user? what's the error message?
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Hi Patty, unfortunatley I dont speak Italian other than to say thank you (but cant spell it in Italian). I have tried the things you suggested and it has solved 95% of my problems. One problem is no longer valid as the Admin dept do not want sales reps to convert Contact to Customers so that solves a...
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to let the user insert new contact when Security Filter are set and preventing the user to see contacts that are not under their responsability, I think (sorry I didn't try it) you have to: set the filter in on open form according to some rules/setup (e.g. assign a salesperson code to userid or viceversa...
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[quote user="Paul Croucher"] Hi Patty, Im not a developer, so as such I'm not sure what you mean by... "I think is due to the control showing number of Contact in InfoPane of sales order form. You should remove that info from the sales order form." [/quote] In sales order form...
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Hi Patty, I was wrong, they cannot create contacts when the Security filter is applied. Also, I was asking earlier about how to code a pre screen filter but thinking about it that would not work either because I would be hard coding the salesperson into it and this can be different depending on the sales...
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Hi Patty, Im not a developer, so as such I'm not sure what you mean by... "I think is due to the control showing number of Contact in InfoPane of sales order form. You should remove that info from the sales order form." Also, are you saying I should do pre screen filtering on the Customer...
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[quote user="Paul Croucher"]Hi Forum, please can somebody advise on a problem I have with Security Filter within Role. Let me explain, my client has sales reps and wants the reps to only see their own Customers and Contacts so I firstly created a Security Role for their functional area and...
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Hi Forum, please can somebody advise on a problem I have with Security Filter within Role. Let me explain, my client has sales reps and wants the reps to only see their own Customers and Contacts so I firstly created a Security Role for their functional area and then applied some Security Filters to...