Category Archives: Group

Modifying the values of User Select field of Email Editor Screen in Sage CRM

One of the most helping feature of Sage CRM Email editor screen is the User Select field which helps to select and add the CRM user in To, CC and Bcc fields. This feature reduces the efforts of CRM User to remember or re-type the Email ids every time they open the New Email screen.… Read More »

Hide … (Ellipses) Tab from Tab Group in Sage CRM

Hello everyone, as we know … (Ellipses) Tab helps user to change the default tabs that are displayed in different areas of the system. For example, if user rarely uses Preferences tab then, user can remove this tab from his My CRM. However, user can easily enable it again if he want. New Stuff: Hide Follow-up… Read More »

Control Access to Merge to Word button in Sage CRM v7.3

In our previous blog post, we discussed about the new features that have been introduced in Sage CRM v7.3. Here is the link. Quote Summary Screen Enhancements in Sage CRM 7.3 In this blog post, we will explain how Sage CRM administrator can add restrictions on any user for merging Quote template to word document. New… Read More »

Control Access to Group Emailing in Sage CRM

Sage CRM is a flexible system with strong controls to manage your business efficiently. Let’s see today about one of its Emailing feature. In Sage CRM, users can easily search for Companies or People and send emails using New Email button available on Find or Groups screens. New Stuff: Additional Information in Entity Top Content… Read More »

Hide Export data option for Non admin users

Using Export to File button available on Sage CRM find screens and Group screens, users can export data (in CSV, Text, Excel CSV format). Sage CRM provides a very powerful security mechanism to restrict users from accessing confidential data from Non-admin users and make it available only for Mangers and Administrators. New Stuff: Associate Company… Read More »