Tag Archives: library

Restricted Document View in SageCRM

In SageCRM, if a user adds a document under a company or a person then that is viewed by everyone who accesses the company or person under which the document is linked. This could be a good feature but this can also result in a scenario where user could get access to unwanted or information.… Read More »

Edit documents with status “Final”

As far as the document functionality provided by Sage CRM is concerned, normally what we can find is that we can edit only those documents which are marked with status “Draft”, but have you ever thought of editing the documents with status marked as “Final”? In case of the “Draft” documents, CRM provides “View Attachment”… Read More »