[Vtigercrm-developers] Fwd: Vtiger in charity

[Ian Stern]

1+ It will be definitely useful.

Ian



On Mon, Mar 10, 2014 at 12:58 PM, Siam Translations LLP <
info at siam-translations.com> wrote:

>
> Got same situation but with custom modules. Hierarchy and groups etc are
> flexible
> but it will never replace advantages of assigning more than one user to
> the same record.
> If any of you guys will find the way to do it let us know.
> This could be also a great advantage if this function could be implemented
> to crm as a standard.
>
> Cheers
> Andrew
>
>
>
>
> On 2014-03-10 01:24, Joe Bordes wrote:
>
>> Hi
>>
>>  A quick look at the PDF makes me think that you should make the
>> modules private and assign the records (project) to the volunteer and
>> that the charity staff would be in a superior hierarchy role so he
>> would have access to all the information. Then a uitype 101 or similar
>> field (which you probably already have) to indicate the second user
>> for reporting,
>>
>>  That way you leave all the permission rules to vtiger crm and use a
>> second user field only for reporting.
>>
>>  Joe
>>  TSolucio
>>
>> On 9 de marzo de 2014 13:51:46 CET, Stacey Johnson
>> <stacey.johnson110 at gmail.com> wrote:
>>
>>  Hello Joe :-)
>>>
>>> What we need is to be able to assign two users to the same project
>>> and all dependent modules but one user will have different
>>> privileges than other. This structure is for one charity stuff and
>>> one volunteer. there is few reasons to make it this way instead of
>>> other solutions as you mentioned. Thing is that once they using
>>> groups the charity volunteer (with lower level of privileges) will
>>> see other data related to his leader from charity directly. I read
>>> forum and here is some similar cases but looks like no solution yet.
>>> Thinking that two users assigned to particular record might be
>>> comfortable idea. On the other hand it will reduce operations for
>>> admin who anyway is busy as it is rather small group of good guys
>>> who trying to change the world. I am volunteer too so asking here
>>> for help hoping to find similar person :-)
>>>
>>> Please see attached chart
>>>
>>> Stacey :-x
>>>
>>> On Sun, Mar 9, 2014 at 5:20 PM, Joe Bordes <joe at tsolucio.com> wrote:
>>>
>>> Stacey, try taking a step back and telling us what requirement you
>>> need to implement instead of how you implemented it, maybe that way
>>> we can give you some constructive opinions.
>>>
>>> Note that:
>>>
>>> 1.- it is not easy at all to add additional users to a record by
>>> coding
>>> 2.- groups and permission system is pretty flexible
>>> 3.- losing sleep and being in a hurry is bad policy :-) you need to
>>> take your time one step at a time, inform your client, charity
>>> should understand that more than others...
>>>
>>> El 09/03/14 10:32, Stacey Johnson escribió:
>>>
>>> Hello guys :-) My name is Stacey and I helping one of UK based
>>> charities.
>>> I trying to build for them CRM with simple accounting functionality
>>> but found an issue I cant crack on it. It is assigning to the
>>> record more than one user. I managed to create additional user field
>>> within Projects (it will need to be in more modules) but it doesnt
>>> mean that this particular record will be assigned to two users.
>>> Didn't slept all night as I promised make it O.o
>>> I will really appreciate if any of you could help me ... :-)
>>>
>>> :o)
>>>
>>> Stacey
>>> stacey.johnson110 at gmail.com
>>>
>>> _______________________________________________
>>> http://www.vtiger.com/ [1]
>>>
>>> _______________________________________________
>>> http://www.vtiger.com/ [1]
>>>
>>
>> -------------------------
>>
>> http://www.vtiger.com/ [1]
>>
>>
>>  --
>>  Enviado desde mi tablet BQEdison con K-9 Mail.
>>
>> Links:
>> ------
>> [1] http://www.vtiger.com/
>>
>> _______________________________________________
>> http://www.vtiger.com/
>>
> _______________________________________________
> http://www.vtiger.com/
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