Hi. I have an issue with two CRM users that both have the Salesperson's security role which in our installation means that they can only modify Notes that they have created.
So Salesrep 1 created a new Account, added a Note for that Account and then transferred ownership of that Account to Salesrep2.
If Salesrep1 goes to back to that Account and wants to modify the Note that they created they get an Access is Denied error message. At this point they can add a new Note for that Account.
We want to allow them to modify only Notes that they have created. What do we need to change?
Thanks
Rick Bellefond
RB Data Services
www.rbdata.com