Results 1 to 3 of 3

Thread: What is the purpose of primary team among sets of team ?

  1. #1
    asavaliya is offline Sugar Community Member
    Join Date
    Nov 2010
    Posts
    101

    Default What is the purpose of primary team among sets of team ?

    Hi Forum,
    What is the purpose of private and primary team ?

  2. #2
    gdeodhar Guest

    Default Re: What is the purpose of primary team among sets of team ?

    Usually, when there are multiple values (of related records) associated with a single record, there is one value marked as Primary.

    The main reason for earmarking something as primary is as follows:
    1. When one to one relationship needs to be derived, usually the "Primary" is used for this purpose.
    2. For example When data is aggregated for analytics, the Team dimension works off of the "Primary" Team.
    3. Consider the logic to identify which Team is closing most Opportunities this week We would typically do this aggregation based on "Primary" team.

    Especially in case of Team, the Primary Team can also have some security requirements.

    For example, you can provide full access to records to only Primary Team members. And the other teams can be provided with Read Only access
    (We do not have a facility to assign different access levels to different teams on the same record yet, but when we add that, this would be the most common use of Primary Team).

  3. #3
    asavaliya is offline Sugar Community Member
    Join Date
    Nov 2010
    Posts
    101

    Default Re: What is the purpose of primary team among sets of team ?

    Hi gdeodhar,
    Thanks for answer and suggestion.
    I really do appreciate it.

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Replies: 6
    Last Post: 2012-12-11, 02:02 PM
  2. No Primary Team Specified
    By crazyprotocol in forum Help
    Replies: 1
    Last Post: 2012-12-06, 03:33 AM
  3. Adding a non-primary team to a record upon creation
    By frown in forum Developer Help
    Replies: 4
    Last Post: 2011-12-12, 08:47 PM
  4. Replies: 0
    Last Post: 2010-10-14, 12:26 PM
  5. Team Manager Ability to add Team notice
    By synaq in forum Feature Requests
    Replies: 1
    Last Post: 2006-06-12, 02:08 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •