Hi, I want to see leads to leads owners only but not to all.
There is a setting in Customize Document called is owner. Can’t recollect but it makes sure lead owner is able to view it, not others.
Hi,
You can set this in User Permission:
As per the above example. michelle@erpnext.com is the Lead Owner, and she will be able to see only the leads owned by her.
Hope this helps.
How to apply this setting for all the users at once rather than setting individually to all the users
This actually worked but it is better if there is a way to do it for all users
Hi,
You can set the role permission as follows to achieve for all users at once.
Thanks,
Divyesh Mangroliya
Can you try this using user permissions and see if it works? Value will be for Lead owner in this case. If it doesn’t, we are currently working on custom roles, permissions, and nested permission for CRM and Helpdesk and this should be out soon in a month’s time or so.
I have tried with user permssion it worked but in list_view user is also able to see other leads owner leads but they cant open.
waiting for this features its very usefull.
i tried to make other lead owner list_view hide using the form script it did not worked in frappe it worked but in crm we use formscript so it did not worked