CiviCRM Community Forums (archive)

Hi

Please excuse newby type questions, I have managed to set up civi CRM 3.0.2 on a drupal server, this is for an organisation which has multiple sites with ten largely unrelasted projects. The purpose is to try and standardise the data across the organisation for reporting purposes. Most of the projects are health related, so CiviCase is an important element.

I have a few questions they all relate to the same underlying issue, in that people in one project should not see information related to other projects.

1) Hiding redundant menus

If I set someone up so they can not access a particular feature, the menu still appears and if they select it it suggests that they are not authorised to use this feature.  This is  a very authoritarian way of doing things and belittles the users.  If the menu they can not access simply did not appear then what they do not know would not hurt them.  How do I remove redundant menu items?

2) Contact Groups

It would be very useful if people a default contact group was avaible for a particular project, that way they could create a contact  for their project and no one else would in other projects could see it. Also it would eliminate the possibility of the wrong group being selected. Can I do this or do all the groups have to show for every user every time they add a contact. Ideally a user could see two groups and see all the contacts in the two groups, one a global contact list and the second just the contacts for their project.  Is this possible without customisation?

3) Civi Case record types.

With ten projects and maybe as many as 20 case types it would be beneficial if the case types for a particular project were all that would appear and not those for other projects.  Can this be done or again are we in for some customisation?

Thanks