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This may be some simple thing I overlook, but I can't find it. I want to give a certain profile/group access to create a task from the related modules below a Sales Order. So I enabled 'create/change' on tasks for this group. This works for almost every module now (like accounts, helpdesk), but not for Sales Orders. Is there a special setting I need to set to make this work? I can do this from my account (admin), so it must be possible.
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Thanks! This brings 'activities' to be added for normal non-admin users. I haven't found how to bring tasks also, maybe we need a Global Variable setting for this?
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I see. It was an issue of the 'lock-symbol' in the profile settings. The field was set as visible but locked. Therefor the 'add task' button did not appear. Sometimes these things can be a bit vague in my opinion (which is more of a vTiger fault if you ask me), you need a bit of trial and error to get the behaviour you want.
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I agree, I have been here so long that I lose that perspective :-)
Joe
TSolucio