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Task #16759

closed

Enhancing Flexibility Salespeople Not directly linked to clients

Added by Redmine Admin 7 months ago. Updated about 6 hours ago.

Status:
Closed
Priority:
Normal
Assignee:
-
Start date:
01/24/2025
Due date:
01/24/2025
% Done:

100%

Estimated time:
0:00 h
Spent time:
2:00 h
GitLab ID:
1837
GitLab Milestone:
GitLab Ticket Number:
604
GitLab Time Logged:
7200
Lock Timeline Date:
No
gitlab project trace:

Description

Description

  • Removed 'Assign salesperson' dropdown field from Client screen ( Maintenance > Client)
  • List of Client should be accessible to all users that has access to the Maintenance > Client Screen
  • A Salespeople should not be attached directly to a client. Instead, when retrieving lists like (e.g., quotations, file references) user should be able to filter by the salesperson ID
  • A salesperson must not access records of the same client being managed by another salesperson.

GitLab Sync Log

[{"id": "14206", "author": "Ra-ees Peeroo", "hours": 2.0, "created": "2025-01-27T04:28:35.064Z", "log_date": "2025-01-27", "comment": "Imported from GitLab by @Ra-ees Peeroo on 2025-01-27T04:28:35.064Z: 2h-(2.0)h spend at: 2025-01-27", "status": "active", "deleted_by": "", "redmine_entry_id": 8209}]

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