CSM - Account Form | Define rules as to which user is allowed to see which accounts and cases.

itspezi1
Tera Guru

Hi Team,

CSM - Account Form | Define rules as to which user is allowed to see which accounts and cases. who has an idea?

BR 

 

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1 ACCEPTED SOLUTION

Mark Manders
Mega Patron

Check out view rules. You can create a view with certain related lists and let view rules define who can see what.


Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark

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1 REPLY 1

Mark Manders
Mega Patron

Check out view rules. You can create a view with certain related lists and let view rules define who can see what.


Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark