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Representative 360 - Missing checkbox in IFS Cloud

  • 19 October 2023
  • 2 replies
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Userlevel 2
Badge +5

Hello,

On the Representative 360 window, there is checkbox “Only Not Accessible by Representative” which is there in IFS Apps 9, but it is not available in IFS Cloud. 

Any idea if it was officially removed and why?

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Best answer by Annjse 19 October 2023, 17:11

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Userlevel 4
Badge +9

Hi,
The checkbox was added in Apps9 because of the CRM Access. If the checkbox is selected, the tabs in the rep 360 page will show records where the representative is added but does not have access. Then you can make sure to provide access to the user.

In Apps10 we changed the CRM Access so it is now based on representatives. If you are a representative for e.g. an opportunity, you will automatically have access to the record so therefore this checkbox is not needed anymore.

 

Userlevel 2
Badge +5

That makes sense!
Thank you @Annjse

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