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Modifying the "Owner assignment" screen
Posted: 18 Jun 07 11:26 AM
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Is there a way to modify the "Owner assignment" screen, so it displays only Teams tab?
My users seem to be unable to grasp the company rule that accounts cannot be assigned to a single person, but to a Team only.
I am pretty tired of fixing their screwups every week. |
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Re: Modifying the "Owner assignment" screen
Posted: 18 Jun 07 11:53 AM
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Try setting the Owner properties to something like...
Lookup seccode:seccodedesc
LookupMode lmTable
LookupRestrict Always Checked
LookupRestrict Field SecCodeType
LookupRestrictOp =
LookupRestirictValue G |
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Re: Modifying the "Owner assignment" screen
Posted: 19 Jun 07 8:33 AM
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Hmmm... That's an interesting solution. I might just try that here.
We've had the occassion with users selecting a User instead of a team. We have since restricted who can change the account owner. Only Sales Managers and above can change it. The generic user cannot change the account owner. The managers and above know a team has to be selected. We haven't had an user owner issue for quite sometime.
John G.
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Re: Modifying the "Owner assignment" screen
Posted: 19 Jun 07 1:59 PM
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We did it another way. Requirement was that the Owner be a team or a system group (i.e., Everyone):
'HS07Apr:Beg-Owner must be a team or system group
Sub txtOwnerEnterControl(Sender)
strSaveOwnerLookupID = txtOwner.LookupID
strSaveOwnerText = txtOwner.Text
End Sub
Sub txtOwnerPopupReturn(Sender)
dim strSecCodeType
strSecCodeType = GetField("SECCODETYPE", "SECCODE", "SECCODEID='" & txtOwner.LookupID & "'")
if Not (strSecCodeType = "G" or strSecCodeType = "S") then
txtOwner.LookupID = strSaveOwnerLookupID
txtOwner.Text = strSaveOwnerText
msgbox "Must select owner from Team or System tab."
end if
End Sub
'HS07Apr:End-Owner must be a team or system group |
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Re: Modifying the "Owner assignment" screen
Posted: 20 Jun 07 6:24 AM
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Always several ways to skin a cat, eh? We've had the same requirement in the past where it was either a team or a system group. There are still occasions where we'd need the Everyone group. I'll have to take a look at each and see how they compare.
John G. |
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