how do you Keep records together

[customnames]

I am having this problem
I created 2 new modules one for clients and another for subscriptions
using 5.2.0F
we have 5 staff
when i create a client my user id is assigned
when I create a payment my user id is assigned

When i assign a client to another staff member he can't see payments associated with the client unless
I also assign the payments

client module has relate field to payment module
is this normal
I have ceteams and even though both staff are in the same team they still can't see the payment unless assigned to them

Roles is also set to owner I can let them see all or own

My question is why does client not show payments when clients are reassigned
I hope I am wrong here as this is not what I would expect
Because hundred of payments could be involved each time ?

any help in this matter Thanks

[customnames]

Hi again
those anybody know if this is normal that when you assign a contact to another
user you have to assign all cases linked to that account as well.
I am using teams and when I assign a contact to another person the cases cannot be viewed by the new user
because he is not part of that team. This makes sugar useless or a least very unfriendly

since I don't see any one asking about this I have to assume this is not normal for sugar

I just need someone to tell me if this is the case because I am going around in circles


Thanks

[sugarcane]

Hello,

this is normal behavior. The idea is that you can allow certain people to see a record, but not necessarily all the related records.

Within each list view, there is a mass update panel. In your case, you can perform a search in the list view, check off the case records you want to change the team for, and use the mass update panel to update the value of the Team.