To move away from beginner level you need to start the process of acquiring knowledge about Sugar CRM. If you follow the link posted by Dmytro Chupylka then you will know how to achieve your goal using Role management.
The task you have is not complex or anywhere near developer-level if you understand and use Roles (which you probably should anyway as a matter of course in a multi-user CRM system).
Small remarks, if you don't mind because it's interesting to know your opinion
AFAIK, code development is usually a skill and a type of job - not a level.
It's natural to use skills to solve the task and therefore it's natural for developers to focus on platform peculiarities, code, and coding instead of focusing on application peculiarities in terms of combining out-of-the-box subscribed capabilities for solving the task.
IMHO, some misunderstanding derives from confusing Software Architect's and Solution Architect's roles as top-skilled representatives of Software development craftwork and Solutions delivery craftwork (some people can do both, but that is not the rule either).
Perhaps this piece of work is rather for a solution consultant role rather than a skilled developer role and the question is why Sugar Admin as an internal consultant wasn't assigned to that task first and whether the clubmate is ready/would like to play the admin role too
Best Regards, Dmytro Chupylka
integroscrm.com We make work in Sugar CRM system faster, more convenient and efficient
Small remarks, if you don't mind because it's interesting to know your opinion
AFAIK, code development is usually a skill and a type of job - not a level.
It's natural to use skills to solve the task and therefore it's natural for developers to focus on platform peculiarities, code, and coding instead of focusing on application peculiarities in terms of combining out-of-the-box subscribed capabilities for solving the task.
IMHO, some misunderstanding derives from confusing Software Architect's and Solution Architect's roles as top-skilled representatives of Software development craftwork and Solutions delivery craftwork (some people can do both, but that is not the rule either).
Perhaps this piece of work is rather for a solution consultant role rather than a skilled developer role and the question is why Sugar Admin as an internal consultant wasn't assigned to that task first and whether the clubmate is ready/would like to play the admin role too
Best Regards, Dmytro Chupylka
integroscrm.com We make work in Sugar CRM system faster, more convenient and efficient
