Allow users to edit additional user preferences options on their own.

By | July 31, 2017

In Sage CRM Preferences tab is enabled for everyone and individual user can have control over the way the information needs to be displayed. User can set the display of information to better suit the way they work.

Example, for sales representative user, their main interest is probably the status of existing opportunities. Using the Log Me In To option, User can set Preferences to show the opportunities they are working on when they login into Sage CRM. This is a very nice feature to have, but there are few options which are limited for user to have direct access to. These settings include items such as Language, Location, Title, Admin user on behalf of normal user will edit those rights and set accordingly. Most of the settings required to control the preferences setting is present in usersettings table. Technically the additional settings exists in user table.

Sometimes there is requirement from the client for users to control their own settings. For example allow user to set the language option by themselves.

New Stuff: Add Profile rights for User’s Parent territories and their Sibling territories.

To achieve the requirement we can create a custom screen named CustomPreference and add language field into it. The naming of the screen and adding fields can be as per Admin choice or on the basis of requirement.

Administration -> Customization -> Users, and add the fields needed.



Now, create an asp page (for example-userpreferences.asp) and write the following code:

<!– #include file =”sagecrm.js”–>
var intRecordId = CRM.GetContextInfo(“user”,”user_userid”);
var myBlock = CRM.GetBlock(“CustomPreference”);
myBlock.Title = CRM.GetTrans(“GenCaptions”,”UserPrefs”);
var myRecord = CRM.FindRecord(“users”,”user_userid=”+intRecordId);

After writing the code, call the above created asp page by selection Action: Custom File and by specifying the asp page name.

As shown below:

System Menu

System Menu

Now user will notice a new tab at MYCRM level which will allow them to control their own language settings. Refer below screenshot.



Note: The change to the language will only take effect after user relogin.

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