Forum - CRM shared among multiple companies

CRM shared among multiple companies

Aldevinas Katkus

4-24-17

Is it possible to share a calendar and tasks among all or some of the companies in the same DB?
Employees are working in different companies, but they should be able to share a calendar.
Shall we setup a separate company for that and use that company exclusively for sharing the calendar?

Paul Timms

4-25-17

Have you looked at the Main CRM Company field in Global Users?

Aldevinas Katkus

4-27-17

It works a bit strange to me: I created an activity with a global user. Main CRM company is 2. I work in the company 1. I cannot see anything in the calendar, however when I click the "report" button I can see the activity I have created.

Aldevinas Katkus

4-28-17

SERP wants me to login into the CRM company regularly. And it crashed during the login today after I left the programme idle for half an hour. Anyone experienced this?
Even more interesting is that when I am logged into the CRM company I cannot see my calendar activity neither in the calendar nor in the report (clicking the report button on the calendar window).

I have created a second activity after setting the CRM company in the global user record and that activity appeared on the calendar, but not on the report unless I am in the CRM company.

I am totally confused about the logic: it looks like I must set the CRM company in the global user's record, though I could not see this as a requirement by reading the manual. Calendar window does not correlate with the report.

version 8.3 2017-03-27

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