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Thread: Problem with Assigned users

  1. #1
    Dakota-C47 is offline Junior Member
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    Dec 2010
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    Default Problem with Assigned users

    Hello everyone, I'm new to SugarCrm.
    I use Version 5.5.4 (Build 1246)

    My problem is :
    When I create a task, I can assign a user and I can see the Assigned user back in the Task list. So that's what I want.
    But when I create a Note, I can not assign a user to the Note.
    With Studio I tried to make the user assignes user visable. In Studio I went to : Note and looked in the Labels list. There I can not see LBL_ASSIGNED_TO_NAME: ( like in the task Label list ). I only have LBL_PORTAL_FLAG. When I set this function I can see checkboxes ( can't be checked ) in the Notes list.

    I insert within : Notes - Layouts, within the files EditView, DetailView, ListView, the Assinged to label. When I create a new Note, I can select the name of one of the employees.

    But I still can not see his name under Assigned User in the Note List and in the History under a Oppertunity.

    I don't know where to look anymore. I hope someone can help me.
    I made some screenshots in the word file.
    Thank you very much for a helpfull reply

    Best regards,

    Andy
    Attached Images Attached Images

  2. #2
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Problem with Assigned users

    Notes has no field "Assigned User Name", it only have "Created by Name" and "Modified by Name".

    Cheers
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
    Avenida Ipiranga, 318
    Bloco B - CJ 1602
    São Paulo, SP 01046-010
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    Office: +55 11 3237-3110
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    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

  3. #3
    Dakota-C47 is offline Junior Member
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    Default Re: Problem with Assigned users

    Hello Andopes,

    Thanks you for your reply.
    What I do not understand is why there is "Assigned user" in the History list under a Oppertunity.
    So there is totally no change to assing a note including an attachment to a user? I want to use this so that the user gets an email after me creating a note.

    Hope there is a solution.

    Thanks for an answer,

    Best regards,

    Andy

  4. #4
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Problem with Assigned users

    Definitely that is not going to work.
    SugarCRM does not support email notification for assigned Note.
    I just double checked it.
    The required changes to accomplish that are not upgrade safe and they may take some time.

    Kind regards
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
    Avenida Ipiranga, 318
    Bloco B - CJ 1602
    São Paulo, SP 01046-010
    Brazil
    Office: +55 11 3237-3110
    Mobile: +55 11 7636-5859
    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

  5. #5
    davidmf10 is offline Junior Member
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    Feb 2009
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    1

    Default Re: Problem with Assigned users

    Hola,

    escribo ya que tengo un problema importante con mi Sugar 5.5.2, y estoy empezando a utilizarlo.

    mi problema es el siguiente:

    mis cuentas aparecen sin usuario asignado, y cuan edito la cuenta y selecciono un usuario existente, y doy a guardar, este desaparece, y al filtrar las cuentas de este usuario, no me aparece la que intenté asignar.

    Muchas grácias,
    David.

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