How to assign one client to more than one users?
I have to clients A nad B. Moreover I have 4 software developers : P2, P3, P4 and P5. P1 is a chief ( with admin rights ). What I want to do now is : P1 creates an account for client A. P1 wrote some info about A and some notes. P1 wants to assign client A to the P2, P3 and P4. P1 also wants them to see all the notes he had written. Similar to client B, for whom P1 wants to assign P4 and P5 . P1 also wants : -P2 not to see account for B, -P5 not to see the account for A, -P4 to see both accounts A nad B. And here is my question : Is it possible, and if so ( a little exmaple how? ), to assign more than one worker from the company to the same client ( with rights which i wrote above ). I'm fighting and fighting with this CRM and I can't find a solution for my problem. All i 've found so far is changing the owner of the account to some other person. But it doesn't satisfy me ( cause I want to P1 be an owner ) I've tried to search for some clues here, but didn't find anything suitable. ps. I'm sorry for my grammar :/ Best regards, ReTsEzC
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10/26/2006 11:55:02 AM
crm
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