small consulting firm - control views of cotnacts etc. by project,

[patdine]

I am setting up Sugar for a small, but global consulting company. Users will vary from independent contractors, interns to full fledged partners. Since most of our work is based on different projects, I dont seem to be able to configure Sugar OpenSource to:

1.) Allow users to see only contacts/ leads affiliated with a particular project, not just either theirs (owner) or all, none. How do you do this in the OpenSoruce version ?? I.e. a member working on the BMW project can only see matters afifiliated with this not contacts posted by same CEO not related to BMW.

2.) Related to this, can you create a contact and not use the account field? If I want to have a contact at a partner company or a law firm, which is not going to be an accoutn we sell to, do I still want to use the account field?

Thanks

P

[pblag]

Hi!

We can help you.
We have own experienced sugarcrm developers so it will be developed in short terms and with reasonable price.

Feel free to contact us.

[patdine]

Thanks. So there is no way to configure roles like this that will work in OpenSource out of the box> I have to get customization work done?

P

[susiewilliams]

Hi there,


Some other options are to install one of the SugarForge projects like the Teams module that add this capability, or to purchase SugarProfessional or SugarEnterprise, where this functionality is built into the product.