Need to add a company to SugarCRM, but it's not really a customer or prospect? Want to track your interactions with your partners, PR teams, suppliers, and other non-customer accounts? Stop mixing customers with suppliers and use a new module dedicated to these types of accounts.
#2487 - Partner filter
I need to give access to a Partner to see the leads, opportunities, etc. Leads only to belonging to this partner and seems to addon is not that what makes
8 years ago
Hello,
Please refer to the documentation https://www.sugaroutfitters.com/docs/business-accounts-and-partners
The feature you mention is not included in this module, the busines accounts and partners module is only a clone of accounts module to let your users able to store non leads and customers in a separate module (for example we are storing our banks + contacts, our attorney, web agencies, press relation, ... that are non sens inside accounts module)