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Thread: General Question Regarding Roles and Customization

  1. #1
    lu2007 is offline Sugar Community Member
    Join Date
    Mar 2007
    Posts
    11

    Unhappy General Question Regarding Roles and Customization

    We are currently working with Sugar OS 4.5.1d and I would like to know if you can have different edit/detail views in the leads module for different roles in the CRM. In particular, we would like to see fields relating to healthcare leads (a field called practice name) for one role, and fields relating to business leads (a field called company name instead of practice name) for another role, etc. If this is possible, can someone please explain how this is accomplished? I have searched the OS forums and the internet, but I haven't found anything that addresses this particular question. Thanks.
    Last edited by lu2007; 2008-01-12 at 02:44 AM.

  2. #2
    egork is offline Sugar Community Member
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    Nov 2006
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    Duesseldorf, Germany
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    50

    Default Re: General Question Regarding Roles and Customization

    You could implement php code to check which role does the user have and then only show the relevant fields.
    I have not seen any possibility to show/hide fields in the 4.5.1 depending on roles. AFAIK roles work on the db record level, not on the GUI level.
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