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.
#946 - Attachment for Email Template not working
We have a user that we've recently moved from an Administrator to a 'normal' user, and when they compose an email using one of the templates they created the attachment isn't working. They can manually select the Document and attach it to the email, but it's not automatically attaching to the email like it used to. They created this Document themselves and it's still assigned to them.
In terms of what we've tested:
- In the Group/Role that they are part of they have access to the Documents module
- Logged in as them (as a non Admin) and created a new version of the doc and attached it to the template
- Done a Quick Repair as well as a Repair Roles
- Tested this template using an Admin user and the attachment works fine, so we're pretty sure it's something to do with how we've setup the Roles/Groups.
Other add-ons of interest
Process Manager 4.5
Your Sugar Workflow Solution! Powerful Process Automation software for all editions of SugarCRM and SuiteCRM (Visit https://store.suitecrm.com/) that will allow you and your employees to spend more time doing what they do best: 'Selling To and Servicing Your Customers' and less time trying to manag...
Password Management Ninja
Say goodbye to storing your important passwords on spreadsheets or post-it notes. With Password Management Ninja, you stay organized while your passwords remain secure.
SugarCRM Survey Rocket
SugarCRM Survey Plugin
With Surey 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 & more. Moreover, you can use the CRM data using inward and outward piping mechanism.