Sage CRM allows us to customize entry of data in a secured manner. Data security can be provided at various levels for an entity. In this blog, we will explain how security can be applied to control entry of appointments in Sage CRM. New Stuff: What if user is locked out in Sage CRM? Entry… Read More »
Sage CRM is very much flexible to manage different type of situations as per business needs. It has been designed in such a way that we can do complicated configurations very easily. In this blog I will explain you how to restrict/filter users list on reassignment functionality based on certain condition. The New Stuff: Sage… Read More »
In SageCRM workflow is an efficient way of systematic progress on work and related tracking. Workflow can be applied to any of the entities such as Case, Lead, and Opportunity etc. But how to handle the security of this workflow in order to make sure that no unwanted user can misuse it and disturb the… Read More »
Nowadays in every business, data security has become a Key factor. An application that allows managing it without writing any line of code is very helpful. Sage CRM provides feature for managing data access rights not only for normal users but also for power users like administrators at the time of user creation. In this… Read More »
As we all know that Sage CRM is being used by millions of users worldwide who belong to different parts of the world. To talk with each other they find it easy to communicate in their regional language such as Spanish, Dutch, and German etc. However, when it comes to Sage CRM they are restricted… Read More »
Role of Sage CRM administrator is to perform various operations which includes Periodic Data Maintenance (Periodic Database Backup and its Recovery), Addition of new fields requested by users, Modifying Selection lookups, Data security by giving proper access privileges to users and teams etc. GUMU Sage 100: Follow GUMU Sage 100 – Sage CRM Integration Product… Read More »
Here is another feature provided by SageCRM7.2 where you can control the rights to export the reports. Consider an organization, which has different levels of hierarchy, one person will be “Admin” and remaining are employees working on CRM (i.e. with no admin rights). Consider there is an “Annual sales Report” which this organization generates at… Read More »
Here in this blog I will explain an interesting functionality of rather complex module “Territories”. We all know that CRM handles access rights according to the territory structure and profile combinations. Hence territory structure should be properly managed so that all users can view information accordingly. Greytrix Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage 500 | Sage 300… Read More »
One of our colleagues from implementation team was installing Sage CRM for a client demo. After installing CRM, he was unable to login and encountered some issue which we are going to discuss in this blog. Follow is the list of common issues which he came across while login into Sage CRM with its cause… Read More »
What is more important for successful business? Good resources, big premises, cafeteria, assembly areas :). Yes, these all are necessary but one thing which makes the difference is the hierarchical organization structure. In CRM we have provision to create users and specify the profiles for them. Along with this we also have field named Forecasting… Read More »