Affect customers group for commercial

Using my Dolibarr
,
1

Hello,

i would like to know if it possible to affecter a customer group for a commercial ?
Exemple, group “Bar” affected to “Toto”. And toto can see only customers are on this group.

Thanks for your reply,

Regards

2

Hello,

The plug-in portofolio Portofolio could help you.
display your thirdparties filtering by group and assign the users with the checkbox :

Dolistore : https://www.dolistore.com/en/crm/529-Portofolio---User-assignment-to-third-parties-and-groups.html
User doc (in french, but the pictures are explicit) : docs.patas-monkey.com/documentation/

portofolio.png
portofolio.png1366×768 92.7 KB

3

Hello,

this is not what i’m looking for … I have 70 000 customers, and i want to manage them by groups.

It seems me that we can manage customers by tags/categories and affect this tag to commercial. Is it possible ?

Thanks

4

a lot of data…
Portofolio can filter by categories, it displays all the customers of the category, then check the user to affect as a salesman (there is also a check all box to affect the user all the customer)

What do you call a group of customers ?
How do you create it in your Dolibarr ?

5

Group -> Tags or categories
I bought another plugin for that.

Thanks for ur reply.

6

@ monagraphic
Hi Guys,

I got the same issue, Could you please what plugin did you install to meet your requirement? Thanks in advance.