How can I filter quotes for users in the same User Group based on a quote parameter?
Question
Is it possible to filter Quote visibility for users in the same User Group based on some parameter of the Quote? The customer wants their managers to see only Quotes from their assigned "Division" level but all these users belong to the same user group.
Answer
Create a logic with with Nature set to Quote Entitlement Filter and set this logic as Active.
The same functionality is available also for Agreements/Promotions and Rebate Agreements.
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