Control which employee sees which vendor
Hello we have the following question:
In Zoho CRM we can control who sees which account based on the territory, their profile and company hierarchy.
We would like to do the same for Vendors.
For example lets say we have 10 Vendors.
We want:
User 1 to see all 10 Vendors
User 2 to see only 5 Vendors
User 3 to see the other 5 Vendords
It will be even better if it is possible that for example
User 1 sees only 5 Vendors, but cannot create POs
User 2 sees the other 5 Vendors, but can create POs.
I tried a lot of things, but I was unable to make it.
Any help will be most appreciated.
Topic Participants
Ivan Staykov
Abhishek - Zoho Partner
Sticky Posts
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