accounts with private activities?

[Garratt]

Hi, we have recently started using sugarcrm to keep track of our contact with business customers. At the moment we are trying to propogate use of sugarcrm to other business units in our company however, and came upon the following question: Is it possible for one person to add notes (an activity) to customers (whether by account or contact), whereby that activity will only be viewable by the person who created the activity or by a select group of others (by that person's unit, for example)?

The question is basically whether it is possible for multiple units or divisions who have contact with the same customers (accounts) to schedule acitivities that may have descriptions which should not be viewable by other units or divisions? This would enable units to keep sensitive notes concerning customers private for viewing amongst themselves while still being able to view those public activities and notes added by other units.

Thanks for your help,

Caleb.

[dpatech]

This is a team security feature that is included with Sugar Professional. There is also an "Teams OS" module that implements this kind of security feature for Sugar Open Source. I would check out this project on SugarForge. I recall that it used to be very sensitive to the version/revision of the Sugar but it looks like there have been a number of updates since we last used this module.

http://www.sugarforge.org/projects/teams-open-src/

[Garratt]

That's what we needed! Thanks, a lot for your help.