by eggsurplus

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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#1704 - Auto assign contacts to group accounts

Closed General Question created by Referro B2B Marketing Verified Purchase 9 years ago
I can't find how to assign contacts to accounts that are assigned to a group. So the account is part of a sales region. The user is member of the group (with group only rights). The user can't see the contacts under the account unless the contact is part of the security group. How to accomplish this?
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    eggsurplus Provider Affiliate

    9 years ago

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    eggsurplus Provider Affiliate

    8 years ago

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  • "Quite powerful, flexible and easy to use plugin. Works perfectly in SuiteCRM as well as in SugarCRM." - damien8105

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