I’m setting up ERPNext for my company. But we have 5 child company in group, to sale to different type of customers. I can create multiple company in group but I can’t separate CRM and Projects for multiple company.
Any suggestions?
What you mean by seprate CRM?
I mean, user from child company A can’t see customer in CRM of child company B
By default this is not available in erpnext but you can achive it using User Permission
You need to create one Custom Field in Customer Master called Company Link with Company master
after that you need to create user permission for each user to retrict that user from access other data then s/he permitted to do
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Sound interesting
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