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• Assign multiple users to a record

  Support January 10th, 2013 @ 12:33 pm
  

  Thanks for your suggestion! I'll try to implement this to see if solves our problem.

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• Assign multiple users to a record

  Support January 9th, 2013 @ 2:21 pm
  

  The user case is that I have two different brands, A and B. Then I have sales rep 1 from brand A working an account, adding contacts and opportunities and then sales rep 2 from brand B gets a call from the same company. How is this person supposed to add the account to his or her list of customers while not loosing the old assignment?

  User 1 should be assigned to the customer for brand A and B would like to assign the account to her for brand B. I guess I can assign the account to both security groups but that won't help me decide what contacts, opportunities and calls that's related to team A and team B respectively, right?

  I suppose I could have two separate instances of Sugar all together but that will create a real hassle for both management and some sales reps working both Brands.

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• FAQ

  Documentation January 7th, 2013 @ 10:17 am
  

  I can only agree to this! I'm currently evaluating SecuritySuit for my organisations needs and for us the whole module is rendered pointless without this feature. Hope you are able to sort this out!

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