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.

Free 30 day trial
Try it Now

By clicking you consent to share your profile with the developer

#257 - SugarCRM CE 6.5.13 and the standard Case Modul

Closed Bug? created by gruendl 10 years ago

Deal All, not sure If I'm right. I'm not able to "group" with the sugarCRM CE Standard Modul Case, If I change assigned to within a Group, the Case is gone. I know the howto for custom Modules ( and this works great) but I wondering I need do something for standard Modul Case, too.

Best Regards Andreas P.S. I use the SecurityGroups - Basic Edition 2.6.6

  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    10 years ago

    Don't forget to assign the group to the case in the Security Groups subpanel. There are also inheritance rules in place to help auto assign groups going forward.

  2. gruendl member avatar

    gruendl

    10 years ago

    Ok, I will try again and thanks for your advice. Best Regards Andreas

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      10 years ago

      Just following up to see if you go everything working yet.

    • gruendl member avatar

      gruendl

      10 years ago

      Yes, you was right and everything running well. Additional question: I still running 6.5.13. should I update to 2.6.8 SecuritySuite basic, too Best Regards from munich Andreas

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      10 years ago

      Excellent. No, you can only use the 6.5.13 version of SecuritySuite. The 2.6.8 version only helps identify differences between SecuritySuite releases. The key version that users should pay attention to on the download zips is the SugarCRM version number.

      -Jason

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
Rating
Rating
  • "The features are exactly what is needed to turn a SugarCRM CE into a Teams based CRM."

    Read More Reviews