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Thread: Which leads can I see in listview

  1. #1
    edanb is offline Senior Member
    Join Date
    Dec 2008
    Posts
    25

    Default Which leads can I see in listview

    I would like to understand the logic for seeing leads (or any other record that has team_id and assign_to_id).

    When I go into list view, how exactly are the leads that I see filtered? I know that deleted = 0 is one filter. I guess the team_id of the lead has to correspond to one of the teams that the user is in. How does the assign_to_id affect the list? And are there any other fields that affect this list?

    Thanks in advance!

  2. #2
    sugarcane is offline Sugar Community Member
    Join Date
    Apr 2005
    Location
    Chicago, IL
    Posts
    1,207

    Default Re: Which leads can I see in listview

    Hello,

    by default, all users should be able to see all non-deleted leads as long as they belong to the Team that the lead is assigned to (for Pro and Ent). If there are any Roles set up in the system, then a user might also be bound to only view the records that are assigned to them.
    Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net

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