[Vtigercrm-developers] Little help in thinking
Siam Translations LLP
info at siam-translations.com
Sat Mar 1 16:48:52 GMT 2014
Yes Joe, tried many variants.
I will explain my idea more clear.
User assigned to module is an employee
The other user assigned to the same module (let say guest user) is a
Customer
User employee working for many Customers and the point is that user
guest (customer)
shouldn't see any other records but assigned to him (assigned as a
guest)
The reason I looking for this functionality is that:
- V6 user interface is much more friendly than Customer Portal
- got quite few custom modules therefore it seems to be a problem to
push them to portal
- using many PDF templates related to each module so Customer can print
them itself
- something else but forgot temporary... O.o
Second "assigned to" will fix this issue but so far I can't figure out
how.
Got little dream that somebody did it and willing to share :D
Regards
Andrew
On 2014-03-01 23:32, Joe Bordes wrote:
> Have you tried?
>
> - make the module private (each user can see only their assigned
> records)
> - add an exception to share in read-only mode records with other
> roles/users
>
> Joe
> TSolucio
>
>
>
> El 01/03/14 10:08, Siam Translations LLP escribió:
>> Gents
>>
>> How to create following structure (it concerning all modules except
>> calendar)
>>
>> Module is assigned to 1 user
>> Same module is assigned to other user (could be more than one) with
>> read only privileges.
>> Groups dont work for me as if I will assign two user to one group both
>> will receive workflow correspondence.
>> Maybe another "Assigned to" field? But how?
>>
>> Appreciate help
>>
>> Andrew
>> _______________________________________________
>> http://www.vtiger.com/
>
> _______________________________________________
> http://www.vtiger.com/
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