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Thread: View Contact and Accounts Question

  1. #1
    ekolb is offline Junior Member
    Join Date
    Mar 2009
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    3

    Default View Contact and Accounts Question

    Ok,

    My office has a rather voluminous set of contacts, I want to import all of them into sugar but I don't necessarily need all users in every department to have to see all of them.

    What I was trying to do is allow users to have access to contacts that they own and be able to see any contacts for tasks or cases for which they are assigned. i thought creating a role and granting view permission for owned contacts would be the way but they are not technically the owner, and there is no drop down for "assigned"

    Hopefully i am just missing something. Any help would be appreciated.

  2. #2
    sugarcane is offline Sugar Community Member
    Join Date
    Apr 2005
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    Chicago, IL
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    1,207

    Default Re: View Contact and Accounts Question

    Hi ekolb,

    when it comes to roles, 'owner' = assign to user for a record.
    Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net

  3. #3
    ekolb is offline Junior Member
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    Mar 2009
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    Default Re: View Contact and Accounts Question

    thank you much...

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