Automatic access to related records with Territory

Automatic access to related records with Territory

Here's my situation: 

An Account record has a custom lookup field "CSM" that is the client manager. When the Account becomes a "client", the Account is automatically added to a CSM's Territory via rules. The CSM can then access the Account, Contacts, and all related records. This works great.

We now have a "CSA" (associate) who is also assigned to Accounts - across territories - to help the CSM. The CSA's will need access to the Account AND related records like Contacts to function.

Here's what I've tried:

1) Automatically assign the CSM and automatically assign the CSA Territories, each based on their different rules. The Accounts get placed in both territories, but the related records like Contacts are not automatically assigned to either territory. (this is documented behavior I learned)

2) Automatically assign the CSM territory based on a rule, and manually assign the CSA. It works for the Account, but not any of the related records - they get no territory assigned.

3) Tried to set the CSA lookup field to "Allow Record Accessibility". I thought this was going to be perfect. I set the CSA field to the right person, and they can then indeed see the Account, but NOT the related records.

I was hoping #3 was my answer so I could better manage what Accounts a CSA could see, but without related records like Contacts, it's useless. 

What's a good way to construct a manageable access model here?


            Zoho Marketing Automation
                    • Sticky Posts

                    • Function #50: Schedule Calls to records

                      Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM
                    • Function #37: Create a Purchase Order from a Quote

                      Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,
                    • Function-2: Round-Robin assignment of records

                      Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in the
                    • Focus Group : Functions 101 - A webinar series

                      A lot of businesses require their CRM to perform activities that are out-of-the-box. And dynamic as Zoho CRM is, a lot of these scenarios can be achieved by running simple functions. They help you update data in CRM modules or in third-party applications and automate most of your business processes.  We're organizing a four part webinar series to help you build your own functions from scratch. This series breaks down the myth that functions are complex. Follow this link to register.    Note - If
                    • Custom Function: Tracking the Case Closed time

                      Scenario: Tracking the Case Closed time   We create cases and close them but how do we keep track of the details on when the case was closed? This custom function helps you track the closed time of a case, in a custom date-time field. You can then generate reports based on the closed time. You need to have a custom date time field to update the Closed Time. Please follow these steps: Log in to Zoho CRM with administrative privileges. Click Setup > Automation > Workflow > Create Rule. In the New Rule

                    Zoho Pagesense Resources

                      Zoho SalesIQ Resources

                            Zoho TeamInbox Resources

                              Zoho DataPrep Resources

                                Zoho CRM Plus Resources

                                  Zoho Books Resources

                                    Zoho Subscriptions Resources

                                      Zoho Desk Resources

                                        Zoho Projects Resources

                                          Zoho Sprints Resources

                                            Qntrl Resources

                                              Zoho Creator Resources

                                                Zoho WorkDrive Resources

                                                    Zoho Campaigns Resources

                                                      Zoho CRM Resources

                                                            Design. Discuss. Deliver.

                                                            Create visually engaging stories with Zoho Show.

                                                            Get Started Now