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Former Member
Feb 20, 2007 at 10:17 PM

Secure business Partners?

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We’re running CRM 4.0 and are managing Business Partners and Opportunities. We want our sales team to use CRM for contact management. To do this we need to secure the business partners in such a way where they can only see their contact. I was thinking we could use a “Has the Sales Rep” relationship to associate the sales rep with the business partner. However, there still remains the issue of how to secure it. Is there an exit or badi that would help us here?

Is there a better way?

Thanks in advance.

/Greg