Every Oraganization has their own rules and regulations or we can say Organization policy which must be followed by their employees. For Example, Lets say according to the Organization rules and regulations or Policy, Organization employee should not be able to access any unwanted website in Sage CRM. Sage CRM Dashboard Gadgets allows to configure Web Sites, their feeds etc. There is a way to restirct web sites in Sage CRM Web Site Gadget. In this blog, we will explain how it can be done.
New Stuff: Customize Company screen of Sage CRM Mobile App
Sage CRM Administrator can supervise Activity of each and every user of Sage CRM. Sage CRM user can configure any Web Site in Dashboard Web Site Gadget as needed. Refer below screenshot for more details.
Sage CRM System Administrator users can even restrict from accessing specifc web sites in Dashboard Gadget. There is a System Parameter in Sage CRM database which can be viewed by executing below query.
SELECT Parm_Value * FROM custom_sysparams WHERE Parm_Name = ‘InteractiveDashboardUrlBlacklist’
Administrator can block this web sites access by updating this parameter in Sage CRM Database. Administrator can simply enter below URL to block or restrict all sites that are start with espncricinfo.
http://www.espncricinfo.com.*
Administartors can update into database using below SQL query.
update Custom_SysParams set Parm_Value = ‘http://www.espncricinfo.com.*’ where parm_id=443
Note:
Parm_Id may be different for each database. Needless to say do backup Sage CRM database before implementing any chnages.
Once it is done, do the Metadata Refresh and you will observe that dashbaord will show below message if Sage CRM users try to add Web Sites in Dashboard Gadgets.
Using above steps, Sage CRM Administrator can restrict any Web Sites in Dashboard Gadgets for all Sage CRM users.
About Us:
Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix has some unique integration solutions for Sage CRM with Sage ERP’s (Sage X3, Sage 100, Sage 500 and Sage 300). It also offers best-in-class Sage ERP customization and development services to Business Partners, End Users and Sage PSG worldwide.
Greytrix helps in migrating to Sage CRM from ACT, Goldmine and other CRM’s.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.
Also Read:
1) Monitoring Sales Team performance with the help of Dashboard
2) Actual vs Target Meter Dashboard Year wise
3) Sales KPI dashboard in Sage CRM 7.3
4) View Fusion Charts on Sage CRM Interactive Dashboards
5) 360° Customer View on Sage CRM Interactive Dashboards
Sage CRM – Tips, Tricks and Components
Greytrix is one of the oldest Sage Development Partner of two decades for Sage CRM and has been awarded "Sage Development Partner of the Year" three times in the past years. Greytrix has been working on customization and configuration of products in Sage CRM since decades and have accumulated hundreds of man years of experience. In these blogs, Greytrix will endeavour to share its knowledge and expertise and save upto 90% of project cost for Sage CRM users by presenting a list of useful small components, tools and add-ons for Sage CRM! Contact us at sage@greytrix.com
Greytrix is one of the oldest Sage Development Partner of two decades for Sage CRM and has been awarded "Sage Development Partner of the Year" three times in the past years. Greytrix has been working on customization and configuration of products in Sage CRM since decades and have accumulated hundreds of man years of experience. In these blogs, Greytrix will endeavour to share its knowledge and expertise and save upto 90% of project cost for Sage CRM users by presenting a list of useful small components, tools and add-ons for Sage CRM! Contact us at sage@greytrix.com
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