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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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#1922 - Lead Convert Issue

Closed Bug? created by jeffray.int 9 years ago
We are using the Security Suite module and currently facing this problem We have Strict rights, User Role Precedence , Use Creator Group Select and Inherit from Created By User checked . User Mark belongs to multiple groups ( Say A,B, C) and has group access. Group A is the primary group of Mark and group C is non inheritable. Group B has inheritable and non primary. A lead is created with Security Group C. when the lead is converted to contact and account both Group A and Group B are assigned to the Account and Contact. But I am expecting that when a lead is converted the contact and account should have the same group as lead. Please suggest me on how to handle this scenario. Thanks and Regards, Jeffray
  1. eggsurplus member avatar

    eggsurplus Provider Affiliate

    9 years ago

  2. jeffray.int member avatar

    jeffray.int

    9 years ago

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