The problem is that the data only needs to be hidden IF the type of
call is from our accounting group. I think the way we are going to go
is to burn a UD text field and use field level security on it that
way. The call log functionality woul dhave been nice because of the
date/time stamping and you could see all the information in a list.
The UD field will work for my accounting group so I think I am going
to go that direction. Thanks for the response.
call is from our accounting group. I think the way we are going to go
is to burn a UD text field and use field level security on it that
way. The call log functionality woul dhave been nice because of the
date/time stamping and you could see all the information in a list.
The UD field will work for my accounting group so I think I am going
to go that direction. Thanks for the response.
--- In vantage@yahoogroups.com, "Jennifer" <jmesiano@...> wrote:
>
> Leannah,
>
> Have you tried using field security? I have used this in other
> Vantage programs to hide fields from certain users.
>
> Jennifer Mesiano
> Walton Signage
> IT Manager
>
>
> --- In vantage@yahoogroups.com, "leannah" <dave.leannah@> wrote:
> >
> > Our credit and collections group would like to use call log
> > functionality in 803.400, however, they don't want the rest of
the
> > organization seeing their notes. Has anyone else solved this
> problem?
> > What technique did you use?
> >
> > I don't know a of a way to secure a field/record based on a value
> from
> > within the table. The Credit area is putting an Accounting type
as
> the
> > call type on the customer record, but I haven't found a way to
> screen
> > those out easily for non-accounting area people.
> >
>