Private Contacts

[rickster78]

We are just up and running with CE (6.4.0beta6 (Build 7134)) and everything is going well. Except now a few people have requested "private contacts", contacts they can enter that are only available to them and not to other users. Is there any way to do this in CE?

For example, when a user enters a contact, he could check the "Private" checkbox and the record would only show up for him, not others. Is this possible? If so, how?

Thanks!

[rafael.q.g@hotmail.com]

Sugar PRO has this feature with Teams module.
For sugar CE you could take a look in some custom module.
Whether do you want to develop this stuff, I can suggest you to overwrite the file view.list.php for contacts module and simulate a search over every listing based on current user.

[Angel]

You need to use a combination of the security roles feature (Admin > Role Management) and the Assigned To field that you see on the contact record.

In a nutshell, you'll want to create a role that dictates that records in the Contacts module are only visible by the owner, who happens to be the user name reflected in the Assigned To field. Adding all the users to said role would then automatically put these rules into play.

The drawback is that it affects all contacts. It is not as selective as you might want.

Side note: do not use Beta versions in production. There isn't a formal upgrade path to a production version and Beta versions always have problems (it is the nature of process, not a Sugar thing).

[christianknoll]

Create a field (boolean) for the contacts module which you call private. Overwrite the create_new_list_query in the contacts module to include your custom where clause where you only select contacts that either do not have the flag set or that have the flag set and are assigned to the current user. Overwrite view.detail.php and view.list.php and there also check that the user is allowed to see that contact based on your criteria if they manage to get to the detail view direct (e.g. key in a GUID).

christian.

We are just up and running with CE (6.4.0beta6 (Build 7134)) and everything is going well. Except now a few people have requested "private contacts", contacts they can enter that are only available to them and not to other users. Is there any way to do this in CE?

For example, when a user enters a contact, he could check the "Private" checkbox and the record would only show up for him, not others. Is this possible? If so, how?

Thanks!