Category Archives: Security

Prevent Cross-site Scripting in SAGE CRM 2018 R2

Hello everyone! The new release, CRM 2018 R2 introduced a new thing i.e. preventing Cross-site Scripting (XSS) in the system. In this blog, I will explain that what exactly the XSS means with the examples and how to prevent CRM from it. New Stuff: Populating Default Date Field Values in Sage CRM Cross-site scripting (XSS) is… Read More »

Diagnose System Health in Sage CRM 2017 R2 – Part 2

In our previous blog, we have explained steps for checking system health in administrator section. In this blog, we will explain you about how to troubleshoot and find out the solution, if there is an issues with some of the standard components/functionalities of Sage CRM. Related Stuff: Diagnose System Health in Sage CRM 2017 R2 –… Read More »

Securing Documents by Deploying Proper Security within Your Sage CRM System

It’s important to configure proper security access rights within your Sage CRM system, including restricted security profiles. Deleting any data from CRM, accidently or either on purpose can prove very dangerous and costly to fix. It’s important that the administrators of the system deploy the proper security to be applied to standard Sage CRM users… 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 »

Merging Person records from Different Companies

This blog is in continuation of my previous blog wherein I have explained the process of Merge Person functionality of Sage CRM. You can refer below link for the same. Related Post: Remove Duplicate records, move data of one Person to another in Sage CRM Though the Merging option has helped to manage data accuracy and… Read More »

Allow Territories in Security Profiles

In Sage CRM, we can manage security access rights across the organization by using Security Profiles and Territories. Security Profile is a way of grouping users to define particular rights to them. New Stuff: Interactive Dashboard – Permission Denied Issue So in future if we need to make changes in rights then we can do… 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 »

DCOM configurations on 64 bit server and 32 bit Microsoft office – Part 2

We have been writing blogs explaining the tips to troubleshoot issues while working with Microsoft Interop Assemblies. This blog is in continuation of previously written blog which you can refer below. Related Post:  Dcom configurations on 64 bit server and 32 bit Microsoft office I had discussed couple of settings which should be configured in DCOM… Read More »