{"id":25465,"date":"2021-05-11T07:37:59","date_gmt":"2021-05-11T07:37:59","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=25465"},"modified":"2021-05-11T07:38:01","modified_gmt":"2021-05-11T07:38:01","slug":"sage-crm-2021-r1-documents-reports-configuration-updates","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/05\/11\/sage-crm-2021-r1-documents-reports-configuration-updates\/","title":{"rendered":"Sage CRM 2021 R1: Documents &#038; Reports Configuration Updates"},"content":{"rendered":"\n<p>With the release of <a href=\"https:\/\/www.greytrix.com\/product\/crm-development\/sage-crm\" target=\"_blank\" rel=\"noreferrer noopener\">Sage CRM<\/a> 2021 R1, many additional features have been introduced by Sage. Most of these features belongs to the updations in the Administration section such as <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/04\/22\/sage-crm-2021-r1-advanced-customization-wizard-updates\/\" target=\"_blank\" rel=\"noreferrer noopener\">modifications in Advanced Customizations Wizard<\/a> and <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/03\/23\/sage-crm-2021-r1-inline-customization-of-lists-and-grids\/\" target=\"_blank\" rel=\"noreferrer noopener\">Inline Customizations of Lists or Grids<\/a>. <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/03\/10\/sage-crm-2021-r1-click-to-dial-links\/\" target=\"_blank\" rel=\"noreferrer noopener\">Click to Dial links<\/a> were also introduced through the same version.<\/p>\n\n\n\n<p><em><strong>New Post:<\/strong><\/em> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/04\/30\/change-display-field-on-list-in-quick-find\/\" target=\"_blank\" rel=\"noreferrer noopener\">Change Display Field on list in Quick Find<\/a><\/p>\n\n\n\n<p>Advanced Customization Wizard is a fantastic tool that help to make changes to the database structure including the New Screens, Lists, Menus and the changes will be permanent in the system.&nbsp;&nbsp;Modifications in Inline customization for lists and grids helps to enable the setting to make the changes or configurations in it without having to switch between the Administration section and work space where the actual outcome can be viewed. Also, the browser handler for the Click to Dial links can now be associated with any software on the user\u2019s machine that can pick up phone numbers from CRM to initiate the call.&nbsp;<\/p>\n\n\n\n<p>In this blog, we will discuss about two new settings enabled in 2021 R1 version within the Documents &amp; Reports Configuration; those are Export to file available on search \/ groups and Send email available on search \/ groups.<\/p>\n\n\n\n<p>As we all know, Sage CRM has always been smart enough to handle or define security rights for the CRM users that will help in managing not only the Data or the transactions entered but also the options to find or enter in CRM. These two new settings help in managing the data security in similar way for the Groups.<\/p>\n\n\n\n<p>Groups is a defined set of records that belong to the same type of entity. Users can have a group of opportunities or a group of companies or a group of cases. Each of the main entities including new custom entities can allow groups to be added. These Groups of Sage CRM is very helpful when it comes to perform Bulk activities. But where the things become easy and helpful; data security also comes into picture.<\/p>\n\n\n\n<p>As Groups combines a large number of records it becomes a threat from security point of view as well, as any of the operation will affect not just one but bulk records. Keeping the threats in mind, CRM had given the provision to decide the Group access in earlier versions wherein at the User level System Administrator could decide whether the Users will have access to Groups tab or not.<\/p>\n\n\n\n<p>This can be managed by navigating to \u2013<\/p>\n\n\n\n<p>1. Administration&nbsp;-&gt;&nbsp;Users&nbsp;-&gt;&nbsp;Users<br>2. Open the User Summary of the account you wish to make changes.<br>3. Set the <strong>Group Access<\/strong> as shown below &#8211;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/05\/Group-Access-1024x306.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" \nstyle=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/05\/Group-Access-1024x306.jpg\" \nalt=\"Group Access\"><\/a>\n\n<font size=\"2\"><center><i>Group Access<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n<p>These <strong>Groups<\/strong> tab holds the list of all the groups created in CRM. It will be available under <strong>My CRM<\/strong> section.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/05\/Groups-Tab-in-My-CRM-1024x475.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" \nstyle=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/05\/Groups-Tab-in-My-CRM-1024x475.jpg\" \nalt=\"Groups Tab in My CRM\"><\/a>\n\n<font size=\"2\"><center><i>Groups Tab in My CRM<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n<p>Another provision to restrict the access was at the time of creating a group. Wherein the Owner has the right to decide whether the Group will be visible to All, Info Admin users or will it be a Private group.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/05\/Group-availability.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" \nstyle=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/05\/Group-availability.jpg\" \nalt=\"Group Availability\"><\/a>\n\n<font size=\"2\"><center><i>Group Availability<\/i><\/center><\/font><\/p><\/figure><\/div>\n\n\n\n<p>Now in Sage CRM 2021 R1, the settings Export to file available on search \/ groups and Send email available on search \/ groups can also be divided between a specific set of profile users. Export to file available on search \/ groups helps to determine the type of users that can view the&nbsp;Export Group to file&nbsp;action button. Whereas, Send email available on search \/ groups helps to determine the type of users that can view the&nbsp;Send Email&nbsp;action button. These provisions can be either be given to All Users, Info Admin or to the Admin only. To make these changes navigate to \u2013<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Administration&nbsp;\u2192&nbsp;E-mail and Documents&nbsp;\u2192&nbsp;Documents &amp; Reports Configuration<\/li><li>Make the Changes and Save<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/05\/Export-to-File-and-Send-Email-provision-1024x467.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" \nstyle=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/05\/Export-to-File-and-Send-Email-provision-1024x467.jpg\" \nalt=\"Export to File and Send Email provision\"><\/a>\n\n<font size=\"2\"><center><i>Export to File and Send Email provision<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n<p>For the Users who does not have provision of Export to File and Send Email, only below highlighted Actions buttons will be visible on Group Details &#8211;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/05\/Actions-on-Group-1024x277.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img class=\"size-full\" \nstyle=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" \nsrc=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/05\/Actions-on-Group-1024x277.jpg\" \nalt=\"Actions on Group\"><\/a>\n\n<font size=\"2\"><center><i>Actions on Group<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n<p>Similarly, for Users who does not have provision of Export to File and Send Email, only below highlighted Actions buttons will be visible on Search screens &#8211;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/05\/Actions-on-Search-Screen-1024x425.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img class=\"size-full\" \nstyle=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" \nsrc=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/05\/Actions-on-Search-Screen-1024x425.jpg\" \nalt=\"Actions on Search Screen\"><\/a>\n\n<font size=\"2\"><center><i>Actions on Search Screen<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n<p>In this way, Sage CRM allows to manage the security rights or provision of Groups created in CRM. These security provisions help in avoiding risks related to Data integrity as well as maintaining the authorization of records within correct set of users.<\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p>Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n<p>Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>With the release of Sage CRM 2021 R1, many additional features have been introduced by Sage. Most of these features belongs to the updations in the Administration section such as modifications in Advanced Customizations Wizard and Inline Customizations of Lists or Grids. Click to Dial links were also introduced through the same version. New Post:\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/05\/11\/sage-crm-2021-r1-documents-reports-configuration-updates\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,50,51,65,73,119,137,152,153,170,283,284,291,310,332,356],"tags":[4391,3169,4390,4386,3799,4389,4341,4385,4388],"class_list":["post-25465","post","type-post","status-publish","format-standard","hentry","category-administrator","category-call","category-campaign","category-codeless","category-configuration","category-display","category-entity","category-feature","category-features","category-group","category-permission","category-permissions","category-preferences","category-records","category-sage-crm","category-security","tag-data-integrity","tag-documents-reports-configuration","tag-export-to-file-and-send-email-provision","tag-export-to-file-available-on-search-groups","tag-group-access","tag-group-availability","tag-sage-crm-2021-r1","tag-sage-crm-2021-r1-documents-reports-configuration-updates","tag-security-rights-for-the-crm-users"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sage CRM 2021 R1: Documents &amp; Reports Configuration Updates - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/05\/11\/sage-crm-2021-r1-documents-reports-configuration-updates\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sage CRM 2021 R1: Documents &amp; Reports Configuration Updates - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"With the release of Sage CRM 2021 R1, many additional features have been introduced by Sage. 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