cannot open opportunity

We have 2 new users and their supervisor cannot open opportunities that have been assigned to them.

Parents Reply
  • Hi  ,

    The last thing I can think to check is to see which teams are associated to the opportunities. The supervisor must belong to at least one team associated with each opportunity. 

    It seems odd the supervisor does not have any private teams inherited, so you may still want to run the Repair Teams script to ensure everything is working properly.

    Have you had any prior code customizations done on the Opportunities module? If so, I recommend contacting that developer to see if there could be a conflict causing the issue.

    If that doesn't help resolve the issue, I recommend opening a case with Sugar Support to investigate. Since the supervisor can see other opportunities belonging to reporting users, that should rule out role permissions as a possible cause. The only things I can think of that would be a culprit would be team security or code customizations.

    Chris

Children