by eggsurplus

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.

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#1838 - Lost accounts

Closed Bug? created by vincentloh 4 years ago

After enabling [Security Group] in Account ListView using the Studio Developer Tool, upon clicking to attempt to sort by [Security Group], all relevant records when missing and un-retrieval by that account. Upon creating new records, it will not show up either.

  1. vincentloh member avatar

    vincentloh

    4 years ago

    Records show up with the following solution: [Basic Search] -> Click [Clear] -> Click [Search]

  2. eggsurplus member avatar

    eggsurplus Provider Affiliate

    4 years ago

    Hi Vincent,

    That tells me that the groups haven't been added to the Accounts yet. For an Account that you expect to show up when filtering by a group, open the Account and go to the Security Groups subpanel. Is the group there? If not, add the group and then try the filter again. If that still doesn't work see if there is a database error in your sugarcrm.log which is accessible under Admin->System Settings or in your root SugarCRM directory on your server.

    Let me know what you find!
    -Jason

  3. eggsurplus member avatar

    eggsurplus Provider Affiliate

    4 years ago

    Closing this out, but feel free to follow up if you have any more questions.

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