Restricted Visibility of Customer Records in Acumatica Cloud ERP

Starting in Acumatica 2020 R2, users can now limit access to customer accounts to employees of the specific company or branch.  These capabilities are now available if the new Customer Visibility Restriction feature has been enabled on the Enable/Disable Features (CS100000) form within Acumatica.

On the Customers (AR303000) form, the Restrict Visibility To box has been added to the Financial.

Settings section on the Financial tab, as shown in the screenshot below. In this box, users can select a company or a branch that will work with the customer exclusively.

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