I know I’m missing it somewhere but I can’t find for the live of me how to group contacts and accounts.
I’m still testing sugar to replace Goldmine at my company. Right now we have the USA broken into 10 databases. This way our sales staff can only see account/contacts in their region. Our current setup has regions defined as states, cities, partners, and if a one case as an industry type.
I need to be able to setup rules/security so that a user/group can only see what I would like them see. How has everyone been working around this issue ?![]()


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I know I’m missing it somewhere but I can’t find for the live of me how to group contacts and accounts. 



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