can a manager look at his team's work?

[yoglever]

I am evaluating sugarCRM Open Source version and wanted to confirm if it was possible for a manager to be able to see all the leads, opportunities, etc. belonging to his team only. Is there any workaround or a code hack that we can implement and get it working?

With best regards
Yog

[fabravo]

I would be interested in this as well.

[paikmoses]

Hi Yog and fabravo,

This can be done by using the Roles Management. Create roles and assigns actions accordingly. Taka a quick look here: http://sugarcrm.openapp.org/?p=113

This would help you either: http://sugarcrm.openapp.org/?p=144

HTH.

Regards,

[yoglever]

Thanks for your response.

I would say my need was different. Let me rephrase the situation.

Product Manager A has team members Exec1 and Exec2
Product Manager B has team members Exec3 and Exec4

Is it possible for Product Manager A to look at Leads only with Exec1 and Exec2, but not with Exec3 and Exec4?

Rgds
Yog

[stevec]

For info, this can be done with the team feature of the pro version - using team memberships or the 'reports to' facility..

[curadebt]

For info, this can be done with the team feature of the pro version - using team memberships or the 'reports to' facility..

Haven't tried it yet, but there is an OS version out there too.