is it possible to assign a selection of accounts to a group?
I created a rule and a group. Within the rule the accounts are enabled and assigned to the a group (not user). Then i selected two users on the bottom of the rules panel.
I took about 10 accounts and changed them via “Security Groups: Mass Assign” to the created group. But unfortunately i can see only the accounts assigned to the user, after logging in with one of the two user-accounts. Did i something wrong?
i don´t get it. I changed everything but the account record is always assigned and displayed to the single user, not to the group.
Do you have any suggestions where my problem could be? It should be working but i don´t know how.
i need your help in this issue. I thought that it might me very easy but i´m wasting the whole day without result.
This is what i´m trying to reach:
Records from 1 - 10
Role with accounts setting “group”
Group 1 with 2 users, refering to the group 1 and to the role above --> Should display records 1-3
Group 2 with 3 users, refering to the group 2 and to the role above --> Should display records 4-6
Group 3 with 5 users, refering to the group 3 and to the role above --> Should display records 7-10
Changing records 1-3 with mass… to group 1
Changing records 4-6 with mass… to group 2
Changing records 7-10 with mass… to group 3
User of all the records was admin, then i changed it to different group-users without success.
Guys, could you help me out or is this not possible with suitecrm? I need this functionality because the vendors are working in groups and there are a bunch of files in the database. If they are seeing every record, they have to select 200 records from over 30000.