7/5/2025 10:30:23 AM
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Forum to discuss the use of the SalesLogix Web Platform, Client and Customer Portals, and the Application Architect (For version 7.2 and higher only). View the code of conduct for posting guidelines.
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Speedsearch and owner access security in Web Client 7.5.1
Posted: 29 Jul 09 3:18 PM
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I'm seeing behavior using Speedsearch and the "Update Potential Matches" functionality for converting Leads to Accounts that seems to indicate that Owner security is not applied to the results of a search for matches. If a user conducts a "Potential Matches" search and matching Contacts/Accounts are found they are listed in the Matched Records list regardless if the user has access to those Contacts/Accounts (based on the Team memberships, for example) except that the record info listed is blank (except for the city/state/zip) - no account name, first name, last name, etc.
Has anyone else noticed this? Is there a configuration setting I've missed?
-Doug |
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