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Customer Credit Management Analysis Access

  • December 5, 2024
  • 0 replies
  • 26 views

SeW
Sidekick (Customer)
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  • Sidekick (Customer)
  • 22 replies

Hey Community,

 

we want to use the customer credit management. Does anybody know how to limit the access within the tabel “Customer Credit Analysis”? So far if we set up CRM for each customer, everybody which has access to that table see the turnover of the lase 365 days of all customers.

In Credit Management Basic Data it is possible to set up Credit Analysis Groups and allocate User to that Groups. Nevertheless we set up such group with only one User, and allocate that group to one customer, all other user are able to see the Customer Credit Analysis for that Customer.

regards Sebastian

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