Control what your users can access and save time, money, and frustrations. Lock down sensitive data in SuiteCRM to specific groups or teams. Supports unlimited assigned users, unlimited group assignments to records, custom layouts for each group, login/sudo capabilities and much more.
Multiple Assigned Users
Assign Many Users to a Record
This has been a long time limitation in SuiteCRM, but not anymore. Now you can add a new Additional Assigned Users field to your records and it works just like the main Assigned To user field. Record permissions, assignment notifications, etc work as you would expect it to. To give it a try select the Enterprise plan and start a new trial.
Interface for Adding Unlimited Users
Additional Assigned Users features
It works just like your normal Assigned to field:
- Record Permissions - Any Additional Assigned User acts as the Owner of the record
- My Items - Respects searches and dashlets with the My Items option checked
- Assignment Notifications - When each user is added they will receive an assignment email just like the "Assigned to" field.
Note: Quick Create and Reports may not support the Additional Assigned Users field by default
How to Add to a Layout
First, open up Studio and go to the module that you want to add the field to. Then open up either the EditView or DetailView. The new Additional Assigned User(s) field will be in the field list on the left.
Then, place the new field in the desired location. For example, on a new row below the Assigned to field.
Finally, click on Save & Deploy. The field is now ready to use.
Other add-ons of interest
Analytic Reporting Tool Basic
Dynamic Reports and Interactive Charts.
Powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is for anyone, no need for technical knowledge or SQL. Comes with over a hundred prebuilt reports.
Quick Updater makes it possible for you to update related records directly from any record that links to it. This will help you to quickly update records as you no longer need to save and then click into each related record to edit and save again.