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Is this possible to give access to change credit limit of customer, based on GP user?

Posted on by 2,845

Hi experts, 

I need to setup user access like some user only can change the credit limit of particular customers. Can anyone suggest me? 

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  • MattPaulen Profile Picture
    MattPaulen 6,910 on at
    RE: Is this possible to give access to change credit limit of customer, based on GP user?

    You could potentially use Rockton's Conditional Field Level Security as well.

    Here's a video overview of how it works:

    www.youtube.com/watch

  • Tristan Clores Profile Picture
    Tristan Clores 2,812 on at
    RE: Is this possible to give access to change credit limit of customer, based on GP user?

    Hi Mani,

    I think a customization is just about right for you. 

  • Suggested answer
    Vaidy Mohan Profile Picture
    Vaidy Mohan 351 on at
    RE: Is this possible to give access to change credit limit of customer, based on GP user?

    I would certainly think about a customisation. Also check some ISV products that might already have these features. I don't think we have a GP out-of-box solution.

  • Manikandan Profile Picture
    Manikandan 2,845 on at
    RE: Is this possible to give access to change credit limit of customer, based on GP user?

    Hi Vaidhy,

    I need to implement this only for specified customers. If I build a field level security, it will affect to all the customers.

  • Vaidy Mohan Profile Picture
    Vaidy Mohan 351 on at
    RE: Is this possible to give access to change credit limit of customer, based on GP user?

    How about using Field Level Security and set a password and provide the password only to user(s) who are authorised?

  • Suggested answer
    RE: Is this possible to give access to change credit limit of customer, based on GP user?

    This is not possible out of the box. Your best option is VBA Modifier or probably a third party integration like SmartConnect if you have it.

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