Hi.
I have a business requirement that I don't know how to make work in Zoho CRM.
I have a Record data structure something like this:
- Project Stage (Custom Module 1)
- House (Custom Module 2 - one-to-many)
- Linking Module
- Contact (many-to-many)
Then I have two users Profiles: Manager and Consultant.
The Consultant by default cannot see any data in the system.
But when the Manager shares a "Project Stage" with the Consultant, the Consultant must also have read access to related Houses and Contacts (the Linking Module can be shared or not, doesn't matter).
Manually sharing House and Contact is not a viable solution, because of the amount of data.
We need the sharing to be inherited automatically.
I have been looking into the sharing rules, but the seem limited to only one criteria on one level of Records.
That won't work in the scenario.
Is there any way to achieve the above with built-in functionality?