Category Archives: Permissions

Security Policies applied to Library entity with release of Sage CRM 2019 R2

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… Read More »

Restrict Document View in Shared Documents tab in Sage CRM 2018 R2 onwards

In Sage CRM, Shared Documents tab is used to store corporate documents that can be accessed quickly whenever required. Only System administrators and Info managers with Document Library Rights can add or edit shared documents. One can add document in Shared documents tab by navigating through My CRM -> Shared Documents tab. But, what if… Read More »

Modify User Preferences from Info Manager user's Login

Info Managers exist, particularly in larger organizations, to let you give a number of power users the ability to perform some specific system administration tasks – such as uploading templates, or maintaining currency conversion rates – without opening up the whole of the Administration area to them. New Stuff: Make effective De-duplication search in Sage CRM… Read More »

Control Access to Merge to Word button in Sage CRM v7.3 – Part 2

As you all know in Sage CRM, we have option available for mail merging in Word document. In my earlier blog we have discussed about how we can apply restriction to the users for allowing merging in word document. Please refer below blog link for the same. Control Access to Merge to Word button in… Read More »

Cloning Interactive Dashboard

Sage CRM Interactive Dashboard is on of the great feature. Where in you can see all data on same page. But creating Dashboard is very time consuming process. To overcome this we can Clone Interactive Dashboard feature of Sage CRM. In this blog we are going to explain you how to create the Interactive Dashboard… Read More »

Hide Interactive Dashboard Panel for Non Admin User

As we know the Interactive dashboard of Sage CRM is a wonderful feature that allows us to have immediate access to a wide variety of information. With the Sage CRM interactive dashboard, users can manage all their activity from one place. This includes their calendar, their tasks, their lists, their opportunity and web and RSS… Read More »

Hiding Report Category for Specific Time

This article has been prompted by a question I was asked at a recent Client Side training. Can a system administrator limit certain rights on reports so that they can only be executed after office hours? This question took me into a neutral mode for a minute. I was like how can I achieve these?… Read More »

Interactive Dashboard – Permission Denied Issue

Interactive Dashboard is one of the advance, essential and effective feature provided by Sage CRM 7.3. This version has brought lot of new dashboards and inbuilt reports. Sales Dashboard is one of them and it is available by default. In today’s blog I will explain you how I resolved permission denied issue appearing in Sales… Read More »

Troubleshooting Sage CRM’s Customized Data Upload Routine Issue

As we all are familiar, Sage CRM has provided the facility to create multiple Primary and Secondary entities to maintain data in system either by making data entries manually or by  uploading large number of records at a time. Sage CRM’s flexibility has helped the users to not only use the data upload routine for standard… Read More »