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Thread: Opportunities setup

  1. #1
    adamlee is offline Member
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    Dec 2007
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    Default Opportunities setup

    Hi,

    Currently, i have setup roles as below in Roles Management.

    1. Sales Manager
    2. Sales Team Leader
    3. General Manager

    Suppose in opportunies, sales manager can only view/list his own record but not higher lever.
    As for sales team leader, they can view/list records created by sales manager and also their own, but not general manager,
    For general manager, they can view/list all records.

    With this rules, how to setup in Roles for Opportunities. Refer to the attachment, its only "All", "Default", "Owner" and "None". I tested with "Owner", obviously, only own record can view/list, but as for "All" and "Default", can view/list all even superior records. This is not true.

    Is there anyone can help to explain this probem and any solution for this?

    Thank you.
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    Last edited by adamlee; 2008-08-06 at 02:52 AM.

  2. #2
    kuske's Avatar
    kuske is offline Sugar Community Member
    Join Date
    Oct 2007
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    Germany
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    Default Re: Opportunities setup

    Which version do you use?
    I suppose 4.5.1?

    CE or OS, PRO, ENT ?
    Harald Kuske
    Pre-Sales Engineer Central Europe

    SUGARCRM Deutschland GmbH
    Erika-Mann-Str. 53, 80636 Munich, Germany
    Email: hkuske@sugarcrm.com
    Home: http://www.sugarcrm.com


  3. #3
    adamlee is offline Member
    Join Date
    Dec 2007
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    7

    Default Re: Opportunities setup

    Yes, mine is version 4.5.1h (Build 1104), CE version.

    Can you help ?

    Thank you so much.


    Quote Originally Posted by kuske
    Which version do you use?
    I suppose 4.5.1?

    CE or OS, PRO, ENT ?

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