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

Oleg Antonov oleg.a at pinstudio.ru
Tue Sep 26 19:07:26 GMT 2017


Alexander, thank you for your answer, but It is not enough for my case.

Maybe someone can help with other task. How one can make a report for all
records related to all groupmembers without listing then?
If there is condition like "asigned to" = "groupname", only records
assigned to the group itself are processed, but the ones related to group
members are not.

El El mar, 12 sept 2017 a las 21:00, Alexander Allen Z <
alexander.allenz at gmail.com> escribió:

> 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/
>>
>
> _______________________________________________
> http://www.vtiger.com/

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