Answer

Customer Main Representative added to Customer Order

Forum|Forum|3 years ago
October 18, 2022
2 replies
186 views

+10

TosohLBlum
Hero (Customer)

When we set up a customer, we assign a Main Representative to the customer. This representative had visibility only to his customers using the CRM functionality.

When we receive an order from the customer, it is entered through our customer service group. The customer service person who enters the order is set as the Main Representative for this particular order.

This means that the Main Representative for the customer has no visibility to the customer’s orders.

Is there a way to automatically add the Main Representative on the customer record to any customer orders created for that customer, so they will be able to see the order?

Best answer by Annjse

Hi,

You are right that the user who enters the order will be set as main representative. Maybe you can use a custom event or workflow to also add the main representative for the customer to the order. Since you mention that the main representatives for the customer cannot see the customer’s orders, I assume that you are using the CRM access. If that is the case, you could set the status of the CRM Access Filter for Customer Order to Inherit. Then the access filter privileges for the customer will be applied also for the customer orders.

Best Regards,

Anna

+11

Annjse
Hero (Employee)
Answer
Forum|Forum|3 years ago
October 18, 2022

Hi,

You are right that the user who enters the order will be set as main representative. Maybe you can use a custom event or workflow to also add the main representative for the customer to the order. Since you mention that the main representatives for the customer cannot see the customer’s orders, I assume that you are using the CRM access. If that is the case, you could set the status of the CRM Access Filter for Customer Order to Inherit. Then the access filter privileges for the customer will be applied also for the customer orders.

Best Regards,

Anna

T