[Vtigercrm-developers] Assign record to a User and a Group simultaneously

Alexander Allen Z alexander.allenz at gmail.com
Tue Sep 12 17:52:46 GMT 2017


In first instance I think that to assing a record for user and group
simultaneously is not possible because this information save on a crmentity
wich has an owner id wich is one number.

But you can achieve it givin speciall access for records based on roles.

Alexander Allen

2017-09-12 10:58 GMT-06:00 Oleg Antonov <oleg.a at pinstudio.ru>:

> Hi!
>
> Does anyone have situation were record must be assigned to a User and a
> Group simultaneously? Any advise how to achieve it?
>
> My situation is here.
> There is head company with few departments, for example Marketing,
> Accounting and Management. And local offices with Sales managers. Local
> offices can't see records of each other, head office can. Local offices
> want to have ability to assign Customer to someone from head office, and
> still have access to the record.
> And management wants to have filters and reports related to each office
> separately.
>
> --
> Oleg Antonov
> http://pinstudio.ru
>
> _______________________________________________
> http://www.vtiger.com/
>
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