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Thread: functionality for accounts

  1. #1
    DidierM is offline Member
    Join Date
    Mar 2009
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    Default functionality for accounts

    Hello,
    I wondered if there was the possibility to assign :
    for a customer (or client/contact) one or more function (one-to-many) in one or more societies
    In other words, can a contact have more than one function in more than one society ?

    or, is it possible to write a module handling this?

    Another thing:
    is it possible to assign "zones" or "regions" to contacts, like userrights? :
    for example, can a contact be assigned to west side agency so that only the users on west side can handle this contact? and contacts assigned to all regions/zones can be accessible to all users?

    thank you for the answers

    regards

    Didier Maurer

  2. #2
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: functionality for accounts

    Hi Didier

    You can accomplish such needs installing either Security Suite or CE Teams.

    Cheers
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
    Avenida Ipiranga, 318
    Bloco B - CJ 1602
    São Paulo, SP 01046-010
    Brazil
    Office: +55 11 3237-3110
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    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

  3. #3
    DidierM is offline Member
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    Mar 2009
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    Default Re: functionality for accounts

    Hello André
    thank you for your reply.
    Unfortunately I can't find neither Security Suite nor CE Teams in the module add-ons.
    Are these components additional modules or a SugarCRM upgrade? Where can I find them?

    regards
    Didier Maurer

  4. #4
    DidierM is offline Member
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    7

    Default Re: functionality for accounts

    ok, I've found security Suite....

    thank you, I'll see what I can do with this


    Didier Maurer

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