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How do I create a limited view of opportunity and custom fields in SugarCRM CE 6.5.22?

Question asked by Darren Hoch on Sep 9, 2015
Latest reply on Sep 10, 2015 by Horia Culina

First off, thanks for the very active community support here. We just installed SugarCRM CE 6.5.22 on a fresh CentOS 6.7 server. We are using SugarCRM to manage our consultants. Specifically, our consultants need to be able to self-register and view available jobs. We have created a custom object called "Consultant" for the consultant contact info portion. For the "available jobs", we want to use the opportunity object. Consultants will be assigned to opportunities.  When the consultants login, they need to only be able to view the following:


1. A limited set of fields in their consultant record. Some of the fields are internal to the company.

 

2. A limited set of fields in ALL opportunity records. They need to be able to see all the records, click on one, but see only a portion of the fields. Some of the fields are internal to the company.

 

We are looking for the best way to accomplish this and have researched adding an external portal via WordPress and Joomla integration. We can't seem to find an external portal solution that fits these requirements of exposing ANY object in SugarCRM. The ones we found seem to only allow Cases or Bugs or a fixed set of objects from SugarCRM. Is there an external portal solution that allows us to pick the objects and fields within the objects we want to expose to our consultants?

 

We are open to all ideas, no matter how difficult. We have sufficient Linux SysOps, DevOps, and programming skills to satisfy a solution. 

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