Tech Support > Microsoft Windows > Windows CRM > Manager view/access
Manager view/access
Posted by Niths on November 15th, 2005


Consider a situation where a manager creates an activity(or account) and
assigns it to his sub-ordinates, will the manager still be able to view the
activity(or account) record after change of ownership?

Posted by eddieF on November 15th, 2005


Yes,

Provided that your security is setup correctly. The manager is typically
assigned to a higher business unit, and through security you can allow him to
see the records for all the business units below his business unit -
regardless of who the record owner is.

"Niths" wrote:

Posted by Niths on November 15th, 2005


Thank you.
Does the activity disappear from the Manager's list of to-do once he assigns
it to his subordinate? where does he see it then?

"eddieF" wrote:


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