showing who is looking at

Hi 

is there an opportunity to show the sugar user who is actually working on a specific profile / task / case?

sample scenario:

- user a is working on case 12112

- the case isn't linked to user a at this point of time

- user b open case 12112 and sees that this case is actually "blocked" by user a

best

Jens 

  • Hello Jens,

    There is a built-in Sugar functionality that when two users are working on the same records, if one of the users saves the record and after that, the other user tries to save it, sugar will open a drawer asking which data to save.

    Otherwise, some custom code has to be written if you want to restrict opening the record altogether. 

    Kind Regards,

    Rolustech Support
    Email: support@rolustech.com
    Website: www.rolustech.com