Member SinceFebruary 12th, 2016
Last SeenFebruary 19th, 2016
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Support February 25th, 2016 @ 10:10 am
Hi, I updated the suitecrm version to 7.5.1 and the sugar version in 6.5.20. But still the issue persists . When lead convert is done the security group assigned to the lead is not being assigned to contact and account. Please help.View Comment
Support February 19th, 2016 @ 8:53 am
Hi, Where can I find the link to the 6.5.20 version of SecuritySuite. We are going to install the latest version of SuiteCRM to check if this works out. Thanks a lot again. hoping his upgrade of suitecrm and securitysuite will help.View Comment
Support February 16th, 2016 @ 8:12 am
Hi ,View Comment
Just a small update . The Sugar CRM version is 6.5.17 and the suite CRM version is 7.1.3. I have both the files in the root folder. So i believe that the suite CRM is running on top of Sugar CRM . I was wondering if I can update the sugar CRM/Suite CRM version. Will updating either of the version will solve this issue. If so Which version should i update.
Support February 16th, 2016 @ 1:54 am
or would you want to check in my system via screen share / team viewer ?View Comment
Support February 16th, 2016 @ 1:53 am
Hi , The current version of Sugar is 6.5.17View Comment
Support February 16th, 2016 @ 12:56 am
Thats nice to hear. One quick clarification. The following Settings are checked.
• Strict Rights – Checked
• User Role Precedence – Checked
• Use Creator Group Select – Checked
• Inherit from Assigned By User – Checked
• Inherit from Parent Record – Checked
A user belongs to Group A, B, C and Group A and B are inheritable. Group C is inheritable. He creates a Lead and selects group C from the use creator group select box. When he saves the lead Group A, B and C gets saved. When the lead convert is performed Only Group A,B are assigned to contact and account. Is this how it is supposed to work. As per the definition of Inherit from Assigned by user it says it will assign all groups of the assigned user and will not remove the group of the record ( group C ). Please Clarify if this is an exception for Lead Convert.View Comment
Support February 15th, 2016 @ 9:42 am
If you could come up with an option that could make this possible it would be great. As this is one possible business rule and an important one. Can you approximately tell when can we get this feature.View Comment
Support February 12th, 2016 @ 6:05 am
Oh Sure. Im not sure about the version yet but ill let you know asap. Could you please advice me on the understanding I have. As I need to tell this to my team. My understanding is as per rules "Use Creator Group Select will bypass inherit from created by" and "inherit from parent record will override inherit from created by" , as a result contact /account being child record will inherit the group B from the lead which is the parent record ( lead was assigned group B out of 3 groups). But currently the system assigns from Inherit from created by user in lead convert and this is against the overriding rules of parent record. This is just for a clarification as I need to tell to my team on why this is not happening as what we understood. Thanks a lotView Comment
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