Forums - Thread Details
  • State Suggested Answer
  • Replies 5 replies
  • Answers 1 answer
  • Subscribers 321 subscribers
  • Views 1482 views
  • Users 0 members are here
Related

Group Users Module Layout

Adam Crowson

Hi,

So I am looking at using Group Users however have noticed within the users module if you have a group user the fields you see on the record are limited and do not match those of a Regular user.

I am still wanting to capture information against the group user for reporting, so was wondering if anyone had configured the Group User layout to be the same as the Regular user or knows how this can be achieved.

Thanks in advance for any feedback.

Parents Reply Children
  • 0 in reply to André Lopes

    So what I am looking to achieve is:

    We have external people that will be attending meetings that we log in the CRM system. However these people will not be using CRM for anything as they will be receiving the invites for the meetings that they need to attend and potentially some bpm emails with meeting details in them.

    But when creating these records, we need to be able to see what other meetings these people already have booked against them which we can do using the Calendar in CRM but only if they are a user. And as they will not be logging into CRM I was looking to use Group Users.

    And because of this on the user profile we also then want to capture additional information about each of these users such as their contact details for our internal use.

    I did investigate the route of a new module, but the calendar is only there to function against user records rather than any other modules that hold people data such as contacts.

    Thanks,