First of all, let me thank the epesi team for making such amazing tool.
I need some advise regarding the program architecture, its been 2 years in production in our office.
To situate yourselves, when ive decided to use epesi we had a couple requirements that system did not bring by default such as:
1# - Sales Rep should not be able to view other reps companies and related information.
2# - An option to change Companies between sales rep should be created and binded only to the admins.
As a solution what ive done is the following:
1# To solve this topic, simply removed all the options from CRM Common data "Access" and left with "Private", this way only records with private status could be created and the information was not visible to other reps.
2# Created a small script that was only accessed by admins that could change the "created_by" field in the companies.
So far so good, however couple of weeks ago i had a complaint that information was missing when a Companie transfer occured between reps, no surprise (after 2 years in production i know) that the associated records with the companie are binded to the user that created them and do not "linked" simply by change company "created by" field...
Now im faced with this issue and i cant make all records public, because wil not meet requirement #1 and to make a script that would change every "created_by" field of information associated to a companie its a monster job and probably not a good idea...
Can you please provide any sort of input in this matter, how can i acomplish both 1# and 2# scenarios of the requirements?
Thanks in advance.