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• FAQ

  Documentation January 4th, 2013 @ 12:48 pm
  

  We have now installed the module and I am experimenting with it. Is there a way to add groups as a search filter in the accounts advanced search? I would like to be able to export the accounts assigned to a group.

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• FAQ

  Documentation November 20th, 2012 @ 2:54 pm
  

  Excellent. So if I set the role with Group rights to 'own' they see the same account record, but only their own contacts, activities, opportunities, etc. AND they can search and export lists of their customer account records, etc…sold if that is the case. Thanks for your quick response!

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• FAQ

  Documentation November 20th, 2012 @ 2:35 pm
  

  Ok, for example - if we have two different sales partners (completely different product areas) that I would envision we would set up as two separate groups using this module. Then Jen, who works with partner 1, would be assigned group 1, and John, who works with partner 2, would be assigned to group 2. They both need to be able to see a list of their customers (search accounts they are assigned to) Can they do this with the same account record showing up for both of them?

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• FAQ

  Documentation November 20th, 2012 @ 7:00 am
  

  Does this solve the problem of being able to assign multiple user to the same account? With this module, can I assign one user from one sales category/product group to XYZ Corp. and another from a different sales category/product group to the same XYZ Corp? And they would not be able to see each other's activities, contacts, opportunities, etc? So from the end users perspective, it is their own account, but from the administrators perspective, it is multiple sales personnel working on the same account?

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