Thanks Michelle. I forgot to mention we are on ver. 5.2. I went into the Sales Force table, but the check box for grayed out and not checked. Is this because we are on 5.2 or because we do not have CRM?
Kathy Hambleton
Electron Energy Corporation
717-898-2294
717-898-0660 (fax)
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]On Behalf
Of Michelle de la Vega
Sent: Wednesday, July 20, 2005 9:49 AM
To: vantage@yahoogroups.com
Subject: Spam:RE: [Vantage] Sales Setup
Kathy,
I don't know if you can restrict their access to view sales orders
outside of their territory but you can restrict almost everything else.
All you need to do is go to the workforce table and make sure for each
salesperson the "view all territories" check box is not check. Also,
make sure there is only one salesperson assigned to each territory.
Good Luck,
Michelle
_____
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Kathy Hambleton
Sent: Wednesday, July 20, 2005 9:16 AM
To: Vantage Onelist (E-mail)
Subject: [Vantage] Sales Setup
After many years of using Vantage we are finally trying to set up the
sales module. I have set up my territories and sales persons, we also
assigned a territory & sales person to each of our customers. Now I
need to know if there is a way to give access to each of the sales
people so that they only see the territory, customers, quotes and/or
sales orders that belong to them?
Kathy Hambleton
Electron Energy Corporation
717-898-2294
717-898-0660 (fax)
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/links
_____
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_____
[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/links
Yahoo! Groups Links
Kathy Hambleton
Electron Energy Corporation
717-898-2294
717-898-0660 (fax)
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]On Behalf
Of Michelle de la Vega
Sent: Wednesday, July 20, 2005 9:49 AM
To: vantage@yahoogroups.com
Subject: Spam:RE: [Vantage] Sales Setup
Kathy,
I don't know if you can restrict their access to view sales orders
outside of their territory but you can restrict almost everything else.
All you need to do is go to the workforce table and make sure for each
salesperson the "view all territories" check box is not check. Also,
make sure there is only one salesperson assigned to each territory.
Good Luck,
Michelle
_____
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Kathy Hambleton
Sent: Wednesday, July 20, 2005 9:16 AM
To: Vantage Onelist (E-mail)
Subject: [Vantage] Sales Setup
After many years of using Vantage we are finally trying to set up the
sales module. I have set up my territories and sales persons, we also
assigned a territory & sales person to each of our customers. Now I
need to know if there is a way to give access to each of the sales
people so that they only see the territory, customers, quotes and/or
sales orders that belong to them?
Kathy Hambleton
Electron Energy Corporation
717-898-2294
717-898-0660 (fax)
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/links
_____
YAHOO! GROUPS LINKS
* Visit your group "vantage
<http://groups.yahoo.com/group/vantage> " on the web.
* To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com
<mailto:vantage-unsubscribe@yahoogroups.com?subject=Unsubscribe>
* Your use of Yahoo! Groups is subject to the Yahoo! Terms of
Service <http://docs.yahoo.com/info/terms/> .
_____
[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/links
Yahoo! Groups Links