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Hide Converted Leads from List View

Offshore Evolution

Hello,

For Sugar 7

I would like to hide Converted Leads from the Leads module list view if they have been converted to Contacts.

Only Admins should be able to see all leads, non-admins should not see converted leads.

Thanks

Offshore Evolution

Ramana Raju Santhana Francesca Shiekh 

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    Out of the box, one strategy you could use is to create a special "Converted" team for converted leads that none of your regular users are members. When a lead is converted you can re-assign it to the Admin user and remove the Global team and set the assigned team to "Converted". That will prevent non-admins from seeing these records. No code customizations necessary, this can be accomplished with either Advanced or Legacy workflows.

    If that's not sufficient, then you could create a custom SugarVisibility class for the Leads module. This approach was discussed during the last Solution Architect webinar.

    SugarCRM Solution Architect Webinar Series - SugarCRM 

    App Ecosystem @ SugarCRM

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  • 0

    Out of the box, one strategy you could use is to create a special "Converted" team for converted leads that none of your regular users are members. When a lead is converted you can re-assign it to the Admin user and remove the Global team and set the assigned team to "Converted". That will prevent non-admins from seeing these records. No code customizations necessary, this can be accomplished with either Advanced or Legacy workflows.

    If that's not sufficient, then you could create a custom SugarVisibility class for the Leads module. This approach was discussed during the last Solution Architect webinar.

    SugarCRM Solution Architect Webinar Series - SugarCRM 

    App Ecosystem @ SugarCRM

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