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Thread: report to field

  1. #1
    lanky is offline Member
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    Mar 2009
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    Question report to field

    Hi,
    when i want to create a new user under the user information panel there is a field name reports to where i need to assign to whch user the user i am going to create will be report too. can anyone tell me what if the impact if assign it to someone?

    thanks in advance

    *lanky*:confused

  2. #2
    sugarcane is offline Sugar Community Member
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    Default Re: report to field

    hello,

    the Reports To relationship really comes into play if you are using Pro or Ent.

    If user B reports to User A, then in Pro/Ent, if you create a team and add user B to this team, user A is automatically added to the team (because user B is assigned to user A, user A should see everything user B has access to).

    This also has relevance within the Forecasting module in Pro/Ent with regards to rollup view within the forecasting module.
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  3. #3
    lanky is offline Member
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    Default Re: report to field

    thanks for the information

  4. #4
    kbrill's Avatar
    kbrill is offline SugarCRM PS Engineer
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    Default Re: report to field

    It also affects workflow in Pro/Ent, you can send alerts to a persons manager.
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  5. #5
    bjolju is offline Junior Member
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    Default Re: report to field

    I'm bumping this thread in order to get an answer on my question.

    Can we assign to persons under "report-to"? Or is it only possible to report-to one person?

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