Control what your users can access and save time, money, and frustrations. Lock down sensitive data in SugarCRM or SuiteCRM to specific groups or teams. Supports unlimited assigned users, unlimited group assignments to records, custom layouts for each group, login/sudo capabilities and much more.
#1082 - Followed the typical setup example but Sarah and Will cannot view/edit their respective teams' leads
I followed the example in https://www.sugaroutfitters.com/docs/securitysuite/example-of-a-typical-setup. It works for Jill and the sales reps, but there's a problem with Sarah and Will. Sarah and Will can see their respective teams' leads in the list view, but they can only view/edit their own leads but cannot do the same for their teams' leads. Their teams' leads do not appear in their list view as hyperlinks.
I'm trying version 2.8.0 on Sugar CE 6.5.18. Please help.
Other add-ons of interest
SugarCRM Survey Rocket
SugarCRM Survey Plugin
With Survey Rocket, a SugarCRM survey plugin, you can build surveys that trigger automatically to get real-time feedback from customers. It gives custom survey templates, online polls and more. Moreover, you can use the CRM data using inward and outward piping mechanism.