Category Archives: Security

Permission at Administrative Level

Sometime when the user tries to change some configuration at the administrative level in Sage CRM. Mostly it happens when Sage CRM is newly installed. With the help of below contain we can easily handle it. New Stuff: Incorporate Case filter screen in Self Service portal Suppose one of user tries to change Logging configuration… Read More »

Auto Logout User In Sage CRM

One of the scenarios in Sage CRM is that after some time the user is automatically logged out or kick out to the Login screen in Sage CRM. As we know Sage CRM is providing multiple configurations inside itself to handle some features. So the solution to that scenario is already in the Sage CRM… Read More »

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 »

Enable Security for groups in Sage CRM

In Sage CRM, Group is a set of records that all belongs to the same type of entity. You can create groups for all the Main entities including new custom main entities. Groups created in the CRM can be viewed under My CRM -> Groups tab as shown in below screenshot. New Stuff: Easy to Use… Read More »

Masking Email and Phone Number in SAGE CRM- Part2

Customizations in Sage CRM using Client side API has always proved to be easy and time saving. Hide and show of fields on the screen, Adding or removal of buttons etc. are some of the examples of screen customizations using Client side API. Recently, we had explained you about masking Email and Phone number in… Read More »

Masking Email and Phone Number in SAGE CRM

Threats in context of computer security is one of the major concern in today’s world. Not only is an individual using its personal system afraid of it while working on important transactions, but also most of the companies/business which are involved in banking sector and so on. Considering this, one of our client came up… 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 »