camsea - Profile

Unfortunately, that is not something we can do at the moment. We have quite a few customizations, our database is huge (waiting on the archive approval), and we have to stick to stringent release schedules.

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Assigning multiple groups

Support December 03, 2015 @ 06:01 pm

We are using 2.6.5, and are on SugarCRM CE 6.5.13

I think the information you have for our account is Julia Green, who was the procurer

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Assigning multiple groups

Support December 03, 2015 @ 05:55 pm

I do not see that option, it must be in a later version than I have installed?

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Change case Name field based on Role

Support November 30, 2015 @ 08:40 pm

Thanks though!

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Change case Name field based on Role

Support November 30, 2015 @ 08:39 pm

Yeah, I figured. I tried manually creating a new field with the same type, etc. but to no avail. The problem is that it has apparently become a documented procedure in their workflow, so purging the records, etc. and creating a new field won't really fly.

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Change case Name field based on Role

Support November 30, 2015 @ 08:35 pm

We have done this for several groups. The problem is related to the way the case name appears in the Recently Viewed, List View, etc.

When this was originally set up it was for 2 help desks, and each one could share all information, but now new groups are being added and the same module must be used. The issue is that the help desks started putting information in the Name field that should not be accessible to groups outside of the help desks. Since we have hidden this field from the new groups, there is no "name" associated with cases created by the new groups and when a call is moved to one of the new groups, the new group can see the name the help desks gave it (in the List View, Recently Viewed, etc.)

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