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Thread: Inactive users cannot be assigned to

  1. #1
    lcosgrave is offline Junior Member
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    Default Inactive users cannot be assigned to

    Hi,

    When I set a user to have an inactive status, I then loose the ability to assign anything to that user, or search for the contacts assigned to that user. Does anyone know a way around this? As I need to have a number of users that we can assign contacts to, but do not need login credentials.

    Any help would be greatly appreciated. Even if this is something that is not possible, it would be good if someone could confirm this for me.

    Thanks.

  2. #2
    AlexAv's Avatar
    AlexAv is offline Sugar Community Member
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    Default Re: Inactive users cannot be assigned to

    I don't hear about this settings.
    This functionality can be developed.
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  3. #3
    mapm's Avatar
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    Default Re: Inactive users cannot be assigned to

    You can always create the user as a group user, maybe it works!?
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    Mário Pereira Martins

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  4. #4
    Angel's Avatar
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    Default Re: Inactive users cannot be assigned to

    Quote Originally Posted by lcosgrave View Post
    Hi,

    When I set a user to have an inactive status, I then loose the ability to assign anything to that user, or search for the contacts assigned to that user. Does anyone know a way around this? As I need to have a number of users that we can assign contacts to, but do not need login credentials.

    Any help would be greatly appreciated. Even if this is something that is not possible, it would be good if someone could confirm this for me.

    Thanks.
    This should take care of it for you...

    Navigate to <sugar>/modules/Users/metadata

    There you'll find a file named popupdefs.php. Copy that file to <sugar>/custom/modules/Users/metadata (create the directories if they do not exist).

    Edit the copy of the file (the one in the custom folder) and change this:

    Code:
    users.status = 'Active'
    to

    Code:
    1 = 1
    Save the file and give it a try.
    Regards,

    Angel Magaña
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
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  5. #5
    jjwdesign's Avatar
    jjwdesign is offline Sugar Community Member
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    Default Re: Inactive users cannot be assigned to

    Angel, that is a very nice solution.

    As another alternative, what we typically do is create a role for General Storage Users (such as Lead Admin, Incomming, Dead, Marketing, etc.) with very little actual access. We've also created a "Terminated" role with no access, so that if someone quits, his/her account can be quickly terminated without having to mess with the Active/Inactive settings. This give us some time to redistribute account/contact/opps/etc and then later (when ready) we will set them to Inactive. The every now and then, they are completely purged from the database. It's a multistep process.
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  6. #6
    Angel's Avatar
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    Default Re: Inactive users cannot be assigned to

    Cool idea.

    I find that the whole inactive/active paradigm can become a bit of a mess to manage from time to time, specially when there are ramifications to keeping someone that doesn't use it as "Active." That's the bad thing about named user license models.
    Regards,

    Angel Magaña
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
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    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

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