CRM Open Source Business & Social CRM Software

Results 1 to 2 of 2

Thread: Roles Separation

  1. #1
    mypal is offline Sugar Community Member
    Join Date
    Nov 2004
    Posts
    12

    Default Roles Separation

    Since Sugar Sales is having the customer case tracking functionality, is there a way to separate the roles of the users?

    Looking at the Dashboard, Pipeline by Sales Stage, the legend is showing all users on the system. Apart from the normal sales quota carrying users, we would like to add service personnel. Is there a way to exclude these users from a normal sales person so that the legend will not have 10-20 names with only 4-5 are the actual quota carrying users?

  2. #2
    clint's Avatar
    clint is offline Sugar Team Member | Forums Lead Moderator
    Join Date
    Aug 2004
    Location
    Silicon Valley
    Posts
    2,116

    Default Re: Roles Separation

    Hi there -


    We are looking at implementing user roles support in the April release.

    Regards,
    Sugar Developer Zone - developer resources | Sugar University - user and admin training
    Sugar Docs - user and admin documentation |
    Sugar Bug Tracker - Enter or view bugs
    SugarForge- open source modules, themes, lang packs | SugarExchange - commercial extensions

    Clint Oram
    Chief Technology Officer and Co-founder
    SugarCRM

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Roles seem backwards to me...
    By Xaox in forum General Discussion
    Replies: 0
    Last Post: 2006-07-19, 05:23 PM
  2. User Roles not in the roles table?
    By doctorlard in forum Developer Help
    Replies: 3
    Last Post: 2006-04-18, 05:41 AM
  3. Replies: 1
    Last Post: 2005-10-07, 04:39 PM
  4. Replies: 1
    Last Post: 2005-10-07, 04:38 PM
  5. permissions / roles with projects and users
    By teklocust in forum Feature Requests
    Replies: 1
    Last Post: 2005-08-30, 06:09 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •