Rule Archives - Sage CRM – Tips, Tricks and Components

Restrict Access to Workflow Rules based on Teams

In our earlier post, we had explained how to restrict any particular user from accessing workflow rule. Refer below link. Restricting Workflow rules to Assigned User New Stuff: Secure Documents and Communications in Sage CRM In this blog, we will explain how to restrict access on Workflow Rules based on Teams. Consider an example, where you… Read More »

Company Name Cleanup Rules in SageCRM

Company is at the center of all the entities in SageCRM. Whatever data is entered, exported all relates to Company records in some way or other. Considering this fact it becomes very necessary that the Company records are maintained properly in CRM. The New Stuff: Implementing Password Policies in SageCRM SageCRM has already provided some… Read More »