CRM 4.0 Asigning work / restricting view

[dodgerzzz]

Hi there

Im trying to set up the procedure for asigning work to some of our employees, but cant seem to restrict what certain users can see. Basically we have a list of contacts that we, well, contact, and I can order them by last date called (so we are always calling the least recently called).

However weve got multiple users using the system, and I obviously dont want two people updating the same record. So I set the owners of records to the respective employees, but they can still see all the records from all users. Can I restrict the views (ie active contacts) to only the respective owner. Or is there a better way to assign work that Im missing?

Thanks a lot

Nick
As an aside, its actually a custom entity that is being used, and not a MS premade one.

 

[jodonnell]

This really sounds like you simply need to change the security role for each user so thay can only see contacts they own rather than all contact.



John O'Donnell
Microsoft Dynamics ISV Architect Evangelist
Microsoft Corporation

http://blogs.msdn.com/jodonnell

http://blogs.msdn.com/usisvde