Hello,
To get reports on Salesmen activities, I recommend installing Premium/SalesOpportunity/Report modules. It's included in the default package, no need to download anything.
I believe this module will satisfy the demand for SalesOpportunities reporting.
As for the 2nd question:
First of all, users don't need to be worried that someone else will edit/delete their records. By default, all Sales Opportunities are automatically subscribed to assigned Opportunity Manager. If this record is edited/deleted, this user will be notified about it on Subscriptions applet. There is also option to automatically subscribe to all records created by the user (settings per user, per record set).
But since you want to completely hide records created by other users, it doesn't really answer the question. Currently, to achive that you will need to modify file modules/Premium/SalesOpportunity/SalesOpportunityCommon_0.php, line 94, replace:
case 'browse_crits':
case 'browse':
case 'view':
with:
case 'browse_crits': if(Base_AclCommon::i_am_admin())return true;
$me=CRM_ContactsCommon::get_my_record();
return array('opportunity_manager'=>$me['id']);
case 'view': if(Base_AclCommon::i_am_admin())return true;
$me=CRM_ContactsCommon::get_my_record();
return !isset($param['opportunity_manager']) || $param['opportunity_manager']==$me['id'];
case 'browse':
This should give you desired result. SalesOpportunities will now be shown only to their respective Opportunity Manager.
Coming soon (most likely in the next release) we'll be including permission editor, allowing administrators to easily set who can view, add, edit and delete records, for each recordset.
Kind regards,
Arek
