{"id":7754,"date":"2014-05-03T06:12:31","date_gmt":"2014-05-03T06:12:31","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=7754"},"modified":"2014-05-03T06:12:31","modified_gmt":"2014-05-03T06:12:31","slug":"control-column-visibility-in-sage-crm-grids-and-lists","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/03\/control-column-visibility-in-sage-crm-grids-and-lists\/","title":{"rendered":"Control Column Visibility in Sage CRM Grids and Lists"},"content":{"rendered":"

Sage CRM allows us to customize Lists, Grids, and Screens in such way that with little bit of a trick; Sage CRM users can add data security. Data security can be provided at various levels for an entity, for screens, tabs or at the field level. In this blog, we will explain how security can be applied for a particular column of a list.
\nSee how:<\/i><\/b><\/span> GUMU Sage 100 ERP – Sage CRM Integration Keeps your Sales Team More Productive<\/a>
\nConsider an example where Customer Service Support manager wants \u2018Assigned to\u2019 column to be visible only for Admin users.
\n\"Case_1\"<\/a>
\nTo do the same, one just needs to follow below instructions.
\n<\/span>1) Navigate to Administration | Customization | Cases.
\n2) Select Lists<\/b> tab and select Case List from the list.
\n3) Select \u2018Assigned To\u2019<\/b> column from Case List and add the below lines of code in the Create Script<\/b> section.<\/p>\n

\"Case_2\"<\/a><\/p>\n

4) Click on <\/span>Update<\/b> button and then click on <\/span>Save<\/b> button.
\n<\/span>5) Now whenever a user other than the admin is logged in Sage CRM, they will not be able to see \u2018Assigned To\u2019 column. However the Admin will be able see the same.<\/p>\n

\"Case_3\"<\/a><\/p>\n

In this way, one can easily secure any column in the list from other users just by adding the condition as per his requirement as explained above.<\/span>
\nAlso Read<\/span>:
\n<\/b><\/span>1) IIS Security in Sage CRM v7.2
\n<\/a>2) Enhanced Data Security \u2013 Restriction on Custom entity screen buttons
\n<\/a>3) User Administration and Info Admin Rights
\n<\/a>4) Restrict Sensitive Information
\n<\/a>5) Permissions To Modify The CRM Configurations<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM allows us to customize Lists, Grids, and Screens in such way that with little bit of a trick; Sage CRM users can add data security. Data security can be provided at various levels for an entity, for screens, tabs or at the field level. In this blog, we will explain how security can\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[68,83,169,219,220,332,336,337,426],"tags":[702,833,1231,1532,2010,2031,2033,2568],"class_list":["post-7754","post","type-post","status-publish","format-standard","hentry","category-column","category-crm72","category-grids","category-list","category-lists","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-visibility","tag-column","tag-crm7-0","tag-grids","tag-list","tag-sage-crm","tag-sage-crm-7-1","tag-sage-crm-7-2","tag-visibility"],"yoast_head":"\nControl Column Visibility in Sage CRM Grids and Lists - 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\/2014\/05\/03\/control-column-visibility-in-sage-crm-grids-and-lists\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Control Column Visibility in Sage CRM Grids and Lists - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM allows us to customize Lists, Grids, and Screens in such way that with little bit of a trick; Sage CRM users can add data security. Data security can be provided at various levels for an entity, for screens, tabs or at the field level. In this blog, we will explain how security can\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/03\/control-column-visibility-in-sage-crm-grids-and-lists\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-05-03T06:12:31+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/05\/Case_1.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/03\/control-column-visibility-in-sage-crm-grids-and-lists\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/03\/control-column-visibility-in-sage-crm-grids-and-lists\/\",\"name\":\"Control Column Visibility in Sage CRM Grids and Lists - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/03\/control-column-visibility-in-sage-crm-grids-and-lists\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/03\/control-column-visibility-in-sage-crm-grids-and-lists\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/05\/Case_1.jpg\",\"datePublished\":\"2014-05-03T06:12:31+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/03\/control-column-visibility-in-sage-crm-grids-and-lists\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/03\/control-column-visibility-in-sage-crm-grids-and-lists\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/03\/control-column-visibility-in-sage-crm-grids-and-lists\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/05\/Case_1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/05\/Case_1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/03\/control-column-visibility-in-sage-crm-grids-and-lists\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Control Column Visibility in Sage CRM Grids and Lists\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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