I am trying to use Case Entry for CRM workflows.
I thought that it would abide by the same rules as everything else CRM related, but every time I open up case entry, everyone can see every case.
This doesn’t happen when you open quote entry or customer entry for example. They are limited to their territory specific customers and records.
Has anyone dealt with this before or have any ideas on how to set something up so that it did abide by territory logic?
Thanks in advance for any brainstorming and ideas!