Tag Archives: User

Interactive Dashboard – Permission Denied Issue

Interactive Dashboard is one of the advance, essential and effective feature provided by Sage CRM 7.3. This version has brought lot of new dashboards and inbuilt reports. Sales Dashboard is one of them and it is available by default. In today’s blog I will explain you how I resolved permission denied issue appearing in Sales… Read More »

Report Category Access to particular users in Sage CRM

Reporting is very essential in any business process as it gives clear picture of ongoing work in an efficient manner. Sage CRM also provides Reporting feature and security structure. New Stuff: Sage CRM and Sage 300 ERP Integration Part-3 In Report section, you can see many Reports Category are available and each Report Category will… Read More »

Call the Person of User’s Choice in Outbound Call List of Sage CRM

In our previous blog post, we have explained customizing of Outbound Call List. Refer below link for more details. https://www.greytrix.com/blogs/sagecrm/2013/10/14/customizing-outbound-call-lists/ In this blog post, we will explain customizing of Person List that appears when user clicks on ‘Get a Call’ button. New Stuff:  Adding Documents Tab to Leads in Sage CRM 2014 R2 Get a… Read More »

Profile Pictures for users on Sage CRM Dot Com

Off late I have been posting various blogs regarding Sage CRM 2014 R2 which has been released on DOT COM. Today I will discuss one more enhancements where users can upload their profile pic as they do in any other social networking website. New Stuff:  Using LinkedIn widgets on Sage CRM screens Here is how… Read More »

Restricting Workflow rules to Assigned User

In SageCRM workflow is an efficient way of systematic progress on work and related tracking. Workflow can be applied to any of the entities such as Case, Lead, and Opportunity etc. But how to handle the security of this workflow in order to make sure that no unwanted user can misuse it and disturb the… Read More »