by Captivea - SugarCRM Advanced Partner

Need to add a company to SugarCRM, but it's not really a customer or prospect? Want to track your interactions with your partners, PR teams, suppliers, and other non-customer accounts? Stop mixing customers with suppliers and use a new module dedicated to these types of accounts.

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#2487 - Partner filter

Closed Feature created by germanyovan 5 years ago

I need to give access to a Partner to see the leads, opportunities, etc. Leads only to belonging to this partner and seems to addon is not that what makes

  1. Captivea member avatar

    Hello,

    Please refer to the documentation https://www.sugaroutfitters.com/docs/business-accounts-and-partners

    The feature you mention is not included in this module, the busines accounts and partners module is only a clone of accounts module to let your users able to store non leads and customers in a separate module (for example we are storing our banks + contacts, our attorney, web agencies, press relation, ... that are non sens inside accounts module)

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