Library management is a vital part of any business. Different types of documents shared within business needs to be centralized for easy access. Sage CRM has inbuilt Library Management feature which allows users to store different types of documents against different entities. These uploaded documents can be viewed in Documents tab available against entities like Company, Person, Opportunity, Communication etc. These documents are stored on the path configured in CRM and its entry is added in the Library table for reference.
Till the Sage CRM 2019 R1, there were no restrictions for viewing the documents. For e.g. User A has uploaded the Document against Company, then User B can also view the same document. Now, with the release of Sage CRM 2019 R2, Library entity is promoted to Primary entity from Secondary entity. So, we can apply security rights on the Library entity. Below is the screenshot where you can see that Library i.e. Documents entity is available in Primary Entities section.
In Sage CRM, entities are differentiated as Primary entity and Secondary entity. For Primary entities we can apply security rights and each record associated with this entity is associated with security territory. As the Library entity is accommodated in Primary entity, we can now apply security policies to this entity to restrict the control access of documents stored in Sage CRM.
Security can be applied to Shared Documents tab also. So that, important documents can be made accessible to particular users only.
Promotion of Library entity to Primary entity is only available for new installs of Sage CRM 2019 R2.
Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.
Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500 and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework. Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at email@example.com. We will be glad to assist you.