Can't see all leads/opportunities

Question

Hello !
I've a big problem in V7.
Even if I set the right "Responsible" to the Sales for my user, i can't see every leads or opportunities. Only the user Admin, who has this right too, can see every thing.
I also try to create a new user with this right but nothing to do .... Only Admin can see every leads and opportunities...

Can you help me?

Thx,

John.

Thomas Soumarmon · Accepted Answer

problem has been solved :
* the rule "Personal Leads" is assigned to group "See Own Leads"
* users belongs to group "See All Leads"
* "See All Leads" group inherit from "See Own Leads" so that users added to "See All Leads" also belonged to "See Own Leads"
So the rule "Personal Leads" was used to filter the leads.
Solution :
* remove inheritance from "See Own Leads" (and add inheritance from "Employees")
* remove affected users from "See Own Leads"
The rule "Personal Leads" is now not triggered

Ghanshyam Prajapati · Answer

Set "leads/opportunities" for your user as per following,

Go to *Settings* >> *Users*
Edit your User, Click on *Access Rights* Tab,
In *Application* you can see *Sales*
Select *User: All lead Option*, then save your user record,
Now you can see all *leads/opportunities*.

Publicações relacionadas	Respostas	Visualizações
How to assign a campaign to a lead or opportunity in OpenERP 7.0? opportunities sales leads campaign	2 mai. 15	8070
Schedule call from Lead/Opportunity opportunities sales leads schedule	4 abr. 15	8940
Avianca teléfono Bogotá¿Cómo llamar a Avianca Bogotá? opportunities sales	0 dez. 25	21
Automatic lead assignation for each seller Resolvido sales leads	3 mai. 20	6373
Marked lost opportunities cannot be found again? Resolvido opportunities leads	2 jul. 17	9044

Esta pergunta foi sinalizada

Está gostando da discussão? Não fique apenas lendo, participe!