Customer tracker / You do not have permissions to this record

Yahoo Archive
1
Oops. I take that back. That flag must be set for admin personnel as
well.

I must be thinking of something else. Sorry.

--- In vantage@yahoogroups.com, "Chris Robisch" <bluewine@...> wrote:
>
> A work force that doesn't belong to any territories, like Sales
Admin, can
> view anything without setting the view all territories flag.
Perhaps some of
> your managers can have their territories taken away.
> ----- Original Message -----
> From: "Steven Gotschall" <sgotschall@...>
> To: <vantage@yahoogroups.com>
> Sent: Thursday, December 11, 2008 11:34 AM
> Subject: Re: [Vantage] Customer tracker / You do not have
permissions to
> this record.
>
>
> If you have CRM, assign your account to a workforce that can view
all
> territories. We found out that with CRM installed, even the manager
account
> can't access a customer record if it is assigned to a territory
that the
> login account doesn't have CRM territory access.
>
>
>
>
> ________________________________
> From: vantageuser13 <vantageuser13@...>
> To: vantage@yahoogroups.com
> Sent: Thursday, December 11, 2008 2:26:32 PM
> Subject: [Vantage] Customer tracker / You do not have permissions
to this
> record..
>
>
> In Vantage 8.00.808, when I go on the customer tracker, I will
choose
> my customer id, I have this message for all customer : You do not
have
> permissions to this record.. In Vantage my security is security
> manager. Is what I give another special security to access customer
of
> donnée tracker?
>
> Thank
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
>
> ------------------------------------
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You
must have
> already linked your email address to a yahoo id to enable access. )
> (1) To access the Files Section of our Yahoo!Group for Report
Builder and
> Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
> (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto:
> http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
>
2
In Vantage 8.00.808, when I go on the customer tracker, I will choose
my customer id, I have this message for all customer : You do not have
permissions to this record.. In Vantage my security is security
manager. Is what I give another special security to access customer of
donnée tracker?

Thank
3
If you have CRM, assign your account to a workforce that can view all territories. We found out that with CRM installed, even the manager account can't access a customer record if it is assigned to a territory that the login account doesn't have CRM territory access.




________________________________
From: vantageuser13 <vantageuser13@...>
To: vantage@yahoogroups.com
Sent: Thursday, December 11, 2008 2:26:32 PM
Subject: [Vantage] Customer tracker / You do not have permissions to this record..


In Vantage 8.00.808, when I go on the customer tracker, I will choose
my customer id, I have this message for all customer : You do not have
permissions to this record.. In Vantage my security is security
manager. Is what I give another special security to access customer of
donnée tracker?

Thank






[Non-text portions of this message have been removed]
4
A work force that doesn't belong to any territories, like Sales Admin, can
view anything without setting the view all territories flag. Perhaps some of
your managers can have their territories taken away.
----- Original Message -----
From: "Steven Gotschall" <sgotschall@...>
To: <vantage@yahoogroups.com>
Sent: Thursday, December 11, 2008 11:34 AM
Subject: Re: [Vantage] Customer tracker / You do not have permissions to
this record.


If you have CRM, assign your account to a workforce that can view all
territories. We found out that with CRM installed, even the manager account
can't access a customer record if it is assigned to a territory that the
login account doesn't have CRM territory access.




________________________________
From: vantageuser13 <vantageuser13@...>
To: vantage@yahoogroups.com
Sent: Thursday, December 11, 2008 2:26:32 PM
Subject: [Vantage] Customer tracker / You do not have permissions to this
record..


In Vantage 8.00.808, when I go on the customer tracker, I will choose
my customer id, I have this message for all customer : You do not have
permissions to this record.. In Vantage my security is security
manager. Is what I give another special security to access customer of
donnée tracker?

Thank






[Non-text portions of this message have been removed]


------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links