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Thread: users to see only cases relating to specific accounts?

  1. #1
    BBarry is offline Junior Member
    Join Date
    Jan 2006
    Posts
    1

    Default users to see only cases relating to specific accounts?

    Is there a way to get users to be restricted to seeing only cases relating to specific accounts?

    example:
    Joe can see and enter cases for account1, account2, and account3.
    Bob can see and enter cases for account2, account4, and account5.
    Jill can see and enter any case.

  2. #2
    sanver is offline Sugar Community Member
    Join Date
    Nov 2005
    Location
    Mumbai, India
    Posts
    42

    Default Re: users to see only cases relating to specific accounts?

    Yes You you can do like this

    1) Joe can see and enter cases for account1, account2, and account3.

    2) Bob can see and enter cases for account4, and account5. not account2

    3) Jill can see and enter any case

    Regards

    G.M.Salve

    support@sanver.com

    Quote Originally Posted by BBarry
    Is there a way to get users to be restricted to seeing only cases relating to specific accounts?

    example:
    Joe can see and enter cases for account1, account2, and account3.
    Bob can see and enter cases for account2, account4, and account5.
    Jill can see and enter any case.

  3. #3
    rohitdsouza is offline Sugar Community Member
    Join Date
    Mar 2006
    Location
    india
    Posts
    35

    Smile Re: users to see only cases relating to specific accounts?

    Dear Freind

    Right Now there is no functionality as such in sugar crm.But u will have to modify the list query of Cases module to make this happen.

    Regards
    Rohit D'souza

    Project Leader
    TechnoInfotech

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