Details about this thread
  • Replies 9 replies
  • Subscribers 312 subscribers
  • Views 2740 views
  • Users 0 members are here
Related content from around SugarClub

Sugar Portal

Brianna Burke

Are you able to have members of an Account show in the Sugar Portal. I have a business with multiple locations and would like them to be able to see the cases associated with each without having multiple logins to the portal!

Parents

  • Hello Brianna,

    could you specify what the members of account are? if they are contacts or subaccounts (probably both may have different locations)?
    Out-of-the-box each Contact of the Account has portal name/password to enter the Portal , all the Cases for Account are available for all the Contacts related to that Account
    What would you like to change in this behavior?

    Best,
    Dmytro

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

Reply

  • Hello Brianna,

    could you specify what the members of account are? if they are contacts or subaccounts (probably both may have different locations)?
    Out-of-the-box each Contact of the Account has portal name/password to enter the Portal , all the Cases for Account are available for all the Contacts related to that Account
    What would you like to change in this behavior?

    Best,
    Dmytro

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

Children
  • in reply to Dmytro Chupylka

    Hi Dmytro- If I'm the President of the Company and have multiple locations, I want to look at all the cases for all locations on one screen. If I relate this Contact to all accounts, it will still only show the cases for 1 account versus all cases for all accounts the contact is linked to. Many of our clients want to see the cases for all Accounts they are related to versus looking at them one by one. Does that make sense?