Hello,
Using Sugar release 5.0.0a.
Looking for the easiest way to have a 'common' set of records for 2 users. In other words, I need both of these users to be able to view/edit all Account, Lead, Contact, Opportunity information at any time.
I also need each of these same users to be able to flag certain items when necessary that they do NOT want shared.
I have toyed around with several ideas with no success.
Can someone please give me a few pointers or point me to a previous thread I may have missed that covers this? I realize I am probably missing something basic, so please be nice :-)
Many many TIA,
Mike


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