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KnotKnick

04/05/2022, 4:15 PM
Hello! Is it possible to restrict permission to individual records rather than the whole record type? For example: permission to only view Customer A & B instead of the entire Customer list?
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Netsuite Tragic

04/05/2022, 10:27 PM
Consider if you can fit these to Department, Location or Class restrictions. Or you could use a WF to restrict them loading based on some other Customer criteria
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michoel

04/06/2022, 12:51 AM
Keep in mind a workflow won't prevent records from appearing in reports
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James Morris

04/06/2022, 2:52 PM
@KnotKnick For customers specifically, I believe you can do this via sales reps and/or territories. For other records, it's probably going to be a more gnarly custom solution.
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KnotKnick

04/07/2022, 1:37 PM
Got it, thank you all!
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