Hello community!
One of our customers has a single-tenant setup with several companies. We need Business Accounts in CRM to behave the way Customers do in Sales Orders — a user should only see the business accounts belonging to their own company/branch.
"Restrict Visibility To" handles Customers and Vendors and works well. Business Accounts have no equivalent, so everyone sees every account and prospect. The real issue is the Business Account selector on Opportunities (CR304000) and Sales Quotes (CR304500): even where the linked customer is restricted, typing the account ID directly into the field still finds and accepts it.
What we plan to build, unless something native already covers it: a "Restrict Visibility To" field on the Business Account, defaulted from the user's current branch, carried through to Customer and Vendor on extension and kept in sync, and applied to both the data view and the selector on Opportunities and Sales Quotes so a direct ID entry can't bypass it.
Has anyone run into this requirement before and managed to solve it with native tools, before we go ahead and build the customization?