Lock Account

[whitewidow]

I would like to know if it is possible to put accounts on hold so that nothing can be logged/added and maybe something that prompts the user with a message e.g. This account is on hold.

Ideally I would like it to work based upon the account having a tick box called 'Support' that is either ON or OFF. If set to off then nothing can be logged against the account.

Your help appreciated

[andopes]

You mean

user should not be able to add records through subpanel or

user should not be able to add records through subpanel and udpate any records other than Support checkbox?

Basically you should customize the view.detail.php (for subpanels lockout) and view.edit.php for fields.

Cheers

[whitewidow]

Hi and thanks for your reply.

To elaborate on my 1st post:

Basically all our customer accounts will have paid licences for support. If a account has not paid for a licence or are behind on due payments then the support users are not supposed to assist them. They would then be referred to our accounts department.

Ideally I would like the system to flag the account via a message to tell the support user not to support the account.

Each account will be updated manually, perhaps with a tick box, to say if the account is entitled to support and I would like the message to display if a user tries to add/log a case against the account. I would still like the users to be able to click OK and then log a case but it is important that a message appears on screen to notify the support user of the staus of the account.

Hopefully this makes more sense?

[whitewidow]

You mean

user should not be able to add records through subpanel or

user should not be able to add records through subpanel and udpate any records other than Support checkbox?

Basically you should customize the view.detail.php (for subpanels lockout) and view.edit.php for fields.

Cheers

Hi Andopes, just wondered if you had any more thought on this?

Many thanks

[andopes]

The easiest solution would be "display a popup alert if the checkbox is checked", but it would be interesting to understand better the process regarding your support service.

Cheers

[whitewidow]

Hi and thanks for your reply.

To elaborate on my 1st post:

Basically all our customer accounts will have paid licences for support. If a account has not paid for a licence or are behind on due payments then the support users are not supposed to assist them. They would then be referred to our accounts department.

Ideally I would like the system to flag the account via a message to tell the support user not to support the account.

Each account will be updated manually, perhaps with a tick box, to say if the account is entitled to support and I would like the message to display if a user tries to add/log a case against the account. I would still like the users to be able to click OK and then log a case but it is important that a message appears on screen to notify the support user of the staus of the account.

Hopefully this makes more sense?

What other info do you need?

Thanks

[andopes]

Each account will be updated manually, perhaps with a tick box, to say if the account is entitled to support and I would like the message to display if a user tries to add/log a case against the account. I would still like the users to be able to click OK and then log a case but it is important that a message appears on screen to notify the support user of the staus of the account.


That is OK, but when would you like to see the popup message? As soon as Support guy access the Account? LIke, whenever the Support guy (inside some specific Role) access the DetailView of the Account?
Should this popup display whenever an user access such Account or only when a Support guy does that?

Cheers

[whitewidow]

Hi andopes and once again thanks for your reply.

Ideally I would like the message to appear when any user tries to log anything against the account, case, bug, call etc and it needs to be before they have actually logged anything

Not sure if this is possible?

[andopes]

As per my experinence the best approach would be:

• Create a custom view.detail.php in order to decide whether the create buttons will be displayed on subpanels under Accounts;
• Display a red message at the top of view describing why user can not log activities under this Account.

Cheers

[whitewidow]

Hello Andopes,

I have given this some more thought and have some further questions.

My goal is to make the system highlight all accounts, that are not on support, in red (list view) and I am currently waiting for some assistance in this thread (http://www.sugarcrm.com/forums/showt...t=42697&page=4). Further to this I would like all accounts that are 'On Hold' to pop-up a message saying to refer to accounts, whenever someone tries to log anything, caes/bug/call against the account.

If this would be possible that would be fantastic.
Your last post on this matter said:

"As per my experinence the best approach would be:
Create a custom view.detail.php in order to decide whether the create buttons will be displayed on subpanels under Accounts;
Display a red message at the top of view describing why user can not log activities under this Account."

Can the custom.view.detail.php only remove buttons for accounts on hold I take it? If so perhaps you could advise a little further on this as I am not sure where the custom file should go or what it needs to contain.

Should the custom view file contain the code to display the message you refer to as well?

Hopefully this makes sense?

As always your help is greatly appreciated