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Thread: Please help for client assigment

  1. #1
    magicalito is offline Junior Member
    Join Date
    Dec 2005
    Posts
    1

    Default Please help for client assigment

    Dear Sirs,

    We are team of sales people and when we put the information for our clients in the CRM there is one option - ssigned To.
    For example 10 clients are mine and are assigned to me.
    Other 10 are to other girl with a name Maria (just example)
    etc.other clients are assigned to peter

    And the problem is that Maria can click the client of Peter and assigned it to her (steаl it).
    Of course we are friends in the team but it will be much better if this doesnt have the option to happen.

    Is there any option we can use - so if someone added a client to be only his and noone else to be able to take it?

    I didnt want to disturb you and tryed a lot to make it but its still not working and is very important for my company.

  2. #2
    arnaudli is offline Sugar Community Member
    Join Date
    Dec 2005
    Posts
    24

    Default Re: Please help for client assigment

    I think http://sugarforge.org/projects/teamsecurity/ is what you are looking for.

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