Thread Details
  • State Suggested Answer
  • Replies 5 replies
  • Answers 1 answer
  • Subscribers 355 subscribers
  • Views 1724 views
  • Users 0 members are here
Forum Actions
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
  • 0

    Hello all, found this post while looking for a similar solution.

    I would like to add a dropdown (Region) to the group user layout.

    Currently we assign some leads to a USER.
    Every USER is is set to a specific region. (like UK, APAC, USA < which is a DD field we use in the User module/layout)

    Going forwards some Leads are going to stay assigned to a group user.  

    The thing I want to solve is that all these group user assigned Leads show on the reports charts / dashboards as 'undefined'...   which I could resolve if I could pop the Region DD onto the group users layout...

    Would be great if I do this via admin > studio...
    Has anybody achieved similar?  

Reply
  • 0

    Hello all, found this post while looking for a similar solution.

    I would like to add a dropdown (Region) to the group user layout.

    Currently we assign some leads to a USER.
    Every USER is is set to a specific region. (like UK, APAC, USA < which is a DD field we use in the User module/layout)

    Going forwards some Leads are going to stay assigned to a group user.  

    The thing I want to solve is that all these group user assigned Leads show on the reports charts / dashboards as 'undefined'...   which I could resolve if I could pop the Region DD onto the group users layout...

    Would be great if I do this via admin > studio...
    Has anybody achieved similar?  

Children
No Data