Tag Archives: Team

How to add Team filter on dashboard’s gadgets.

In our previous blog we explained how to add user filter on dashboard gadgets. In this blog we will see how to add teams filter. The steps to add team filter are same as that to add user filter, only few changes in views needs to be done. New Stuff: Sage CRM 2020 R1: Extended… Read More »

Assign Dashboard templates to particular Team

Sage CRM allow users to create custom dashboards, according to data feeds which they want to have look at from different entities at same time. It can be in list, chart or report format. As we all know Sage CRM provides security constrain on data team wise, user wise, territory wise, assigned to and created… Read More »

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 »

Re-assignment within same team/territory

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 »