[Vtigercrm-developers] Permission problem with tasks?

[Oleg Antonov]

Totally Agree.
Field "Shared with users:" is the reason why I had to setup YetiForce once.
If a company has separate branches and uses a matrix management system it
becomes crucial.
For example we set an accountant as responsible for a record. Then either
we hide the record from the branch or we had to give access to all the
accountant's records to all branches. AND we lost information on which
branch owns the record.


According to Tasks.
There shouldn't be anything personal for sales persons inside CRM —
everything belongs to the company.
The Head of Sales Department should have the ability to see all tasks.
Person who created a task (for someone else) should not lose access to it
unless it is not explicitly transferred to someone else.

пт, 11 июн. 2021 г. в 03:22, Tony Sandman <tonysandman999 at gmail.com>:

> Many sharing issues would go to hell with creating a field "Shared with
> users:" - the same as yetiforce set.
> This one little thing effectively could replace Customer Portal (menu
> config should be more flexible too)
>
> T.
>
> On Thu, Jun 10, 2021 at 10:18 PM Angelo Paglialonga <
> info at angelopaglialonga.com> wrote:
>
>> Hi Chris, maybe it’s because you should use project tasks instead, I
>> think tasks are just “personal to-dos for sales people”.
>> What do you think?
>>
>> Have a nice day
>> _______________
>>
>> Angelo Paglialonga
>> Consulente per soluzioni CRM ad alto ROI.
>>
>> Telefono: 3386077866
>> Skype: angelo.paglialonga
>> Web: https://www.angelopaglialonga.com
>>
>>
>>
>> > Il giorno 10 giu 2021, alle ore 16:55, socialboostdk <
>> socialboostdk at gmail.com> ha scritto:
>> >
>> > Hi there,
>> >
>> > I have a "funny" problem:
>> >
>> > They have a student worker who is creating tasks for colleagues. But
>> when he has then created a calendar task for a colleague, he can now no
>> longer see that task.
>> >
>> > So creating many tasks a day he will forget if he created for colleague
>> X or not.
>> >
>> > Is there any way to allow tasks created by user Y always viewable by
>> user Y despite being created to X.
>> >
>> > Thanks,
>> > Chris
>> > _______________________________________________
>> > http://www.vtiger.com/
>>
>>
>> _______________________________________________
>> http://www.vtiger.com/
>
> _______________________________________________
> http://www.vtiger.com/
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