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I have 2 questions I hope y'all can help me with.
1. I can't seem to modify the default views, or change which view is my
default Opportunity view. I need to add and remove a couple of fields from
the "Open Opportunities" view. I can make the changes but they are not
saved. As soon as I navigate to another screen such as Contacts and go back,
the changes are gone. Can I change the default views permanently?
I was able to create a new view that looks like I want it to, but I can't
find how to change it to be my default view. I went through View:Current
View... :Customize Current View... and View: Cureent View... Defne Views...
but none of my changes are saved.
2. Like practically all companies, I have some sales employees, and a Sales
Manager. I need to restrict access to opportunities... Only the Assigned
User and the Sales Manager should be able to view or modify an opportunity.
How do I restrict users from viewing and/or modifying Opportunities that they
are not assigned to? And how do I then allow the Sales Manager access to all
opportunities?
Thank you!
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Hi Victor,
I hope this is helpful...
1. You must have dbo (database owner) permission, and be working in
Online mode to edit fields.
2. BCM does not have the ability to restrict views per user. You would
need to use a higher level program like Microsoft CRM 4, to have this
ability.
Aaron
On Nov 26, 1:51 am, Victor Reiner
<VictorRei...[ at ]discussions.microsoft.com> wrote:
[Quoted Text] > I have 2 questions I hope y'all can help me with.
>
> 1. I can't seem to modify the default views, or change which view is my
> default Opportunity view. I need to add and remove a couple of fields from
> the "Open Opportunities" view. I can make the changes but they are not
> saved. As soon as I navigate to another screen such as Contacts and go back,
> the changes are gone. Can I change the default views permanently?
>
> I was able to create a new view that looks like I want it to, but I can't
> find how to change it to be my default view. I went through View:Current
> View... :Customize Current View... and View: Cureent View... Defne Views...
> but none of my changes are saved.
>
> 2. Like practically all companies, I have some sales employees, and a Sales
> Manager. I need to restrict access to opportunities... Only the Assigned
> User and the Sales Manager should be able to view or modify an opportunity.
> How do I restrict users from viewing and/or modifying Opportunities that they
> are not assigned to? And how do I then allow the Sales Manager access to all
> opportunities?
>
> Thank you!
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Aaron,
Thanks for the reply.
1. I am the dbo... so that's not the issue. Any other thoughts? Also, can
there be more than one dbo? The rights can't be changed in the BCM Database
Admin tool but I'm assuming they can be directly in SQL Server (I'm hosting
this on SQL2005). I have a couple other admins who I would like to enable to
make structural changes like this.
2. bummer. Do you know this to be an incontrovertible fact?
"Aaron" wrote:
[Quoted Text] > Hi Victor,
>
> I hope this is helpful...
>
> 1. You must have dbo (database owner) permission, and be working in
> Online mode to edit fields.
>
> 2. BCM does not have the ability to restrict views per user. You would
> need to use a higher level program like Microsoft CRM 4, to have this
> ability.
>
>
> Aaron
>
> On Nov 26, 1:51 am, Victor Reiner
> <VictorRei...[ at ]discussions.microsoft.com> wrote:
> > I have 2 questions I hope y'all can help me with.
> >
> > 1. I can't seem to modify the default views, or change which view is my
> > default Opportunity view. I need to add and remove a couple of fields from
> > the "Open Opportunities" view. I can make the changes but they are not
> > saved. As soon as I navigate to another screen such as Contacts and go back,
> > the changes are gone. Can I change the default views permanently?
> >
> > I was able to create a new view that looks like I want it to, but I can't
> > find how to change it to be my default view. I went through View:Current
> > View... :Customize Current View... and View: Cureent View... Defne Views...
> > but none of my changes are saved.
> >
> > 2. Like practically all companies, I have some sales employees, and a Sales
> > Manager. I need to restrict access to opportunities... Only the Assigned
> > User and the Sales Manager should be able to view or modify an opportunity.
> > How do I restrict users from viewing and/or modifying Opportunities that they
> > are not assigned to? And how do I then allow the Sales Manager access to all
> > opportunities?
> >
> > Thank you!
>
>
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On Nov 26, 7:36 pm, Victor Reiner
<VictorRei...[ at ]discussions.microsoft.com> wrote:
[Quoted Text] > Aaron,
>
> Thanks for the reply.
>
> 1. I am the dbo... so that's not the issue. Any other thoughts? Also, can
> there be more than one dbo? The rights can't be changed in the BCM Database
> Admin tool but I'm assuming they can be directly in SQL Server (I'm hosting
> this on SQL2005). I have a couple other admins who I would like to enable to
> make structural changes like this.
>
> 2. bummer. Do you know this to be an incontrovertible fact?
>
> "Aaron" wrote:
> > Hi Victor,
>
> > I hope this is helpful...
>
> > 1. You must have dbo (database owner) permission, and be working in
> > Online mode to edit fields.
>
> > 2. BCM does not have the ability to restrict views per user. You would
> > need to use a higher level program like Microsoft CRM 4, to have this
> > ability.
>
> > Aaron
>
> > On Nov 26, 1:51 am, Victor Reiner
> > <VictorRei...[ at ]discussions.microsoft.com> wrote:
> > > I have 2 questions I hope y'all can help me with.
>
> > > 1. I can't seem to modify the default views, or change which view is my
> > > default Opportunity view. I need to add and remove a couple of fields from
> > > the "Open Opportunities" view. I can make the changes but they are not
> > > saved. As soon as I navigate to another screen such as Contacts and go back,
> > > the changes are gone. Can I change the default views permanently?
>
> > > I was able to create a new view that looks like I want it to, but I can't
> > > find how to change it to be my default view. I went through View:Current
> > > View... :Customize Current View... and View: Cureent View... Defne Views...
> > > but none of my changes are saved.
>
> > > 2. Like practically all companies, I have some sales employees, and a Sales
> > > Manager. I need to restrict access to opportunities... Only the Assigned
> > > User and the Sales Manager should be able to view or modify an opportunity.
> > > How do I restrict users from viewing and/or modifying Opportunities that they
> > > are not assigned to? And how do I then allow the Sales Manager access to all
> > > opportunities?
>
> > > Thank you!
1. You can have multiple db owners. Use SQL Management Studio to add
more.
2. As far as I know.
Aaron
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