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Jun 11, 2020 at 03:45 AM

User able to see visits of other Users in the Visits work center for Query "All"

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Hi Bernd,

Thanks for the complete Guide.

we observe that in the visits Work center -> Query All -> All the users in the system were able to see a set of 15 visits. For which they were not the owners and we are unable to reproduce the case with the newly created visits to find the root cause of it.

As we raised it to Support. we got a reply to refer your series of blogs and was told that all the visits which were appearing were created back in 2018 and all of them were completed and the recent Business role changes will not apply for old visits.

Please, clarify is that true that the new business role changes is not applicable for old visits and help us how can we restrict the above irrelevant visits for the logged in owners to see only theirs or their teams (sales org, territory).

Thanks,

Kiran.