How can I display an alternate Account Detail view for users in different departments?

Question:

How can I display an alternate Account Detail view for users in different departments? Some departments need to see different information specific to their department.

Answer: You can either go into each user profile and change the detault Detail View, or you can write code to show a different view based on Department.

Both can be fairly time consuming to keep all users current.

I believe the best way is to have ONE view with different panels of information. You can have each of the different panels show based on user department.

Submit a Comment

Your email address will not be published. Required fields are marked *

Subscribe To Our Newsletter

Join our mailing list to receive the latest Infor CRM (Saleslogix) news and product updates!

You have Successfully Subscribed!