User Assignment

[tmackay]

I am new to SugarCRM. My supervisor just requested I investigate the following issue. I have Googled it and search as best I could the documentation and these boards. Any help would be appreciated...

Currently we have to assign a case, task, call, meeting, etc… to a single person. Is it possible that someone wrote an extension to have it notify several people? I say wrote an extension because I don’t believe this is at all possible with the out of the box Community edition. This might be some addon we have to purchase or customize with another field that gets notified if the box is checked and users are entered.

Thanks,

T. MacKay
tmackay@medtecha.com

[salesagility]

No, not available out of the box.

Don't think there's an extension.

But if all you want to do is notify, then a half way house would be to use a dashlet to monitor the Leads/Case/Task/Calls of the person your currently assign them to. Wouldn't notify but would give a view on the information.

Otherwise you're into some custom code.