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Question

Overriding Default Restriction groups in Customer Class screen


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Hello Community,

I was wondering if we can override the Default restriction groups in Customer Classes form. The requirement is:

  1. Each new customer is automatically placed in the "all customers" access group and is automatically checked off.
    2. When a sales opportunity is assigned to a responsible person, that the customer stored there automatically gets into the restriction group of the user/employee linked to the responsible person and is also activated.

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