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.
#2584 - Manager can't see Meetings or Calls he assigned to a workmate in Shared Calendar while he can see them in list view
Hi, i found that if one manager (User A) assigns an activity (meeting or call) to another user in the same group (User B), the manager can see the activity in Meetings or Calls list view; but he can't see it in Shared Calendar.
User A and User B are in the same Security Group S
User A is the manager and has "Manager role" with permission to see "Group only" activities in list view, detail view,...
User B is the workmate.
Security Group S has role "Proprietary" with permission to see "Proprietary only" activities in list view, detail view,...
User B has no role directly assigned.
SuiteCRM 7.6.3 or 7.6.6
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.