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When using the multi-company setup you can define to share or not contacts
But I would like to only share some contacts between two or more companies.
In the contact form we can only define one company
Anyone already faced this problem ?
regards
Maurice
Hover over the text next to the checkbox in the Multi-Company configuration:
A Contact with a Company set can be seen by users who are allowed to access that Company.
A Contact without a Company set can be seen users who are allowed to access any Company.
To setup some Contacts that can be seen by users and others that can't:
1. Uncheck Common Contact Book in Multi-Company Settings:
2. For Contacts that are to be shared between Companies, set no Company. For Contacts that are not to be shared, set a Company. Administrator can see all Contacts:
3. User A can see only Contacts set with Company A, plus any Contacts with NO Company set:
4. User B can see only Contacts set with Company B, plus any Contacts with NO Company set:
If you setup parent child companies then it will be visible.
Dear Ray
many thanks for your reply but my issue is a little bit more tricky
I would like A to see his contacts plus some of B but not all
What I need is the ability to set several companies on an object and only people from that companies should be abe to see the objet.
By leaving the company field as blank on an object allows everybody to see that objet and this is not what I'm searching for.
Regards
Maurice
Hi,
The example of Ray is correct, now I need this case escenario
Company A Contact A and B
Company B Contact A and B
Company C Contact C
thanks
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