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Account Owner Selection
Posted: 18 Jun 07 9:50 AM
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Hi all,
I'm trying to add a lookup box to our main account view so that the administrators can change the owner of an account without having to login as 'Admin'. I've tried to duplicate the Owner lookup on the 'Account Detail' form but it seems to force it to read-only. Can anyone shed some light?
Cheers
Kevin |
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Re: Account Owner Selection
Posted: 18 Jun 07 10:07 AM
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- Does ADMIN use a different Account Detail view than non-ADMIN users?
- Is there a something in the AXFormChange event that forces the Owner object to read only? |
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Re: Account Owner Selection
Posted: 19 Jun 07 3:45 AM
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| We have a custom admin screen that I'm trying to get this object working on. There is absolutely no reference to the lookup box in the code which is why I'm baffled. Is the use of owner lookups restricted to just the 'ADMIN' login maybe? |
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Re: Account Owner Selection
Posted: 19 Jun 07 8:06 AM
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| How will the system know to treat you as the admin when you are not logged in as admin? Even if you create a custom tab only released to admin, it will not be visible to non-admins. Consider adding code to the double click event or a menu option inter Tools to prompt for the admin login and display a pop-up form to allow the owner to be changed with admin permissions. |
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Re: Account Owner Selection
Posted: 19 Jun 07 8:18 AM
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| Sorry I don't think I'm coming across correctly. What I'm trying to say in short is there's a control on the admin screen that allows you to change the owner of an account, if I copy that same control to a different screen, the control becomes read only even though the properties are not set to read only. |
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Re: Account Owner Selection
Posted: 19 Jun 07 9:24 AM
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| From what I understand, only the current owner or a member of the owning team can reassign ownership. So if you own an account, I can not reassign it to me. This prevents sales people from stealing accounts. That is why admin credentials are needed to overwrite this logic. |
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Re: Account Owner Selection
Posted: 19 Jun 07 10:42 AM
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| What about accounts that are owned by Everyone because all of our accounts currently are so this shouldn't be the cause of it becoming read only should it? |
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Re: Account Owner Selection
Posted: 19 Jun 07 11:11 AM
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| There is different behavior with controls that are bound to the SECCODEID field. You'll have to create an unbound field and then write the change directly to the database via a SQL update statement. Make sense? |
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