Assigning leads to user = no access

[joerifeyen]

Dear,

Which rights do i need for assigning leads to a user when creating a lead.

Joeri

[jrp918]

Set up your permissions based on data security and edit delete rights management ! Dont try to think of it as record assignments. One is GLOBAL the other is MICRO.

Most of your records will likely be defaulted at USERID "1" which is admin. You will need to change them accordingly.

You can either do this during the import if you know ahead of time the user assignment. However due to the changing of personell this is not a likely a viable or stable solution for you. The easiest way is to run a SQL command on your database and update the records according to your current daily needs.

You also might consider adding a custom field into Sugar and customize your advanced view with this new field. It makes it easier to sort data through SQL if you have unique identifiers that you can run against.

you might add one that says REGION
being the REGION for your personell or staff member, Maybe its a sales person in Wyoming. So you create a custom field for WYOMING and add it to your Advanced view.

Now you can associate any records easily with this new staff member by running an UPDATE command on your SQL database that effect the USERID and the Region WYOMING. Then when the user logs in, all their leads are available for view.

I use HEIDI SQL as my primary MYSQL database query editor. It is open source and full featured


Jeff