Tag Archives: screen

Consequences of De- Duplication

De-Duplication in Sage CRM is a feature which prevents users from feeding duplicate records into CRM. This avoids redundancy and ensures optimal usage of database. Sage CRM offers different ways in which we can set the dedupe behavior which he have already shared in our previous blogs. Related Post: Change the standard dedupe behavior Well,… Read More »

Secure report output from export

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 »

Block User tab Customization

Adding and removing tabs to the tab-groups is and administrative tasks in CRM. As per the application security standards in CRM we can also implement tab level securities in order to avoid access of the tabs to certain user or user profiles. This is very easy and straight forward task. However CRM also provides a… Read More »

Hiding Entire Block from Screen

Is it possible to hide entire block in CRM? Well, the answer is yes. Let’s take an example where you dont use Person entity in CRM and it is not linked with Company anymore. Obiviously, you wont be willing to see the Person details block on Company Summary Screen as its of no use. We… Read More »