YetiForceCompany / YetiForceCRM

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How to display Role instead of Username? #12193

Closed Abhilash989 closed 4 years ago

Abhilash989 commented 4 years ago

yeti

Assigned To: User's Role should display/

manwenick commented 4 years ago

Hello @Abhilash989 ! From my point of view, there is no possibility to show responsible as a role. What you can do:

  1. Admin View: Create a new Group which you call e.x. Team Selling and assign user you need to this group.

  2. User View: Go to sales enquires --> Obove you see the filters --> create a new filter with a name e.g. "Role: Team Selling" where you can choose upto 12 fields which you want to see in the same window down you can choose filter conditions --> add Assigned to ->equals -> Team Selling grafik

  3. Repeat this for each role you need.

Maybe there is an another work around, I don't know.

vovpff commented 4 years ago

https://gitdeveloper.yetiforce.com/index.php?module=Search&parent=Settings&view=Index&block=13&fieldid=56 here you can choose fields what will be visible as user name. But this settings will be applied for all modules in system