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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.

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#818 - Group selection panel setting to default to parent record's group(s)

Closed Feature created by Stefan 10 years ago
For example, if I'm creating a new contact within an account, I would like to have the group selection panel default to the parent record's security groups instead of having all the groups selected by default. This would be huge for us because we have quite a few data entry errors of users not selecting the proper groups. Thanks.
  1. staganyi member avatar

    Stefan

    10 years ago

    ?

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      10 years ago

      It's in consideration. No timeline at this moment.

    • staganyi member avatar

      Stefan

      10 years ago

      Ok thanks for the reply

  2. eggsurplus member avatar

    eggsurplus Provider Affiliate

    8 years ago

    This is now available in the latest SugarCRM CE 6.5.24, SuiteCRM 7.6.6, and SuiteCRM 7.7.0 releases. It will default to the parent groups that the user is a member of.

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