In my environment I set up several Security Groups, one per partner company. Inside each group are the salesmen of that partner company.
On a daily basis I have to import several leads that have been affected to these partner companies. My idea was to include in such import file a field “Security Group” so to automatically assign these lead to each Security Group.
Unfortunately, it doesn’t seem that SuiteCRM works this way . Do you know how do to such thing, or any workaround (I could import the leads and then mass-assign them, but since there is no option to show the Security Group names as a column in Listview, it could be painful to do so every day. Additionnally, I cannot make any assignment mistake since these information are very sensitive).