We want sales staff of zones to be able to view and work on inquiries, quotations, proforma invoices, sales orders and commercial invoices of each other within same marketing zones but not of their zone managers. Zone manages should be able to view all records of all employees within marketing zone but neither manages nor other staff of one zone should be able to view any data of other zones. Can we do this in our CRM module?
Tuhund support has full access to our system and so far we have not had any issues with it. Now our principal has raised objections as our data is highly sensitive. They want to know why this access is needed even after a long times has passed since implementation.
Commercial invoice register report is very detailed report which shows actual cost price (including overhead expenses) for each product in each invoice and also shows margin for each product in each invoice. We need a report with same filters and all other data same except columns of cost and margins, for our sales team who do not need to see cost and margin. Can we have this report, or can we know if it is already there?
We want to give branch managers access to check detailed ERP user activity logs for their respective branches without giving them access to any other admin function.