{"id":8287,"date":"2014-07-28T13:35:37","date_gmt":"2014-07-28T13:35:37","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=8287"},"modified":"2014-07-28T13:35:37","modified_gmt":"2014-07-28T13:35:37","slug":"control-users-to-create-appointments-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/07\/28\/control-users-to-create-appointments-in-sage-crm\/","title":{"rendered":"Control users to create Appointments in Sage CRM"},"content":{"rendered":"

Sage CRM allows us to customize entry of data in a secured manner. Data security can be provided at various levels for an entity. In this blog, we will explain how security can be applied to control entry of appointments in Sage CRM.
\n
\nNew Stuff: <\/span><\/em><\/strong>What if user is locked out in Sage CRM?<\/a>
\nEntry of appointments can be controlled by editing one of the system parameter. Follow the below instructions to update system parameter.
\n1) Start SQL server and select Sage CRM database.
\n2) Execute below query on database.
\nupdate Custom_SysParams set parm_value=’Y’ where Parm_Name=’AllowNewAppointments’
\n3) Execute Refresh Metadata by navigating to Administration | System | Metadata.
\n\u2013 Please ensure proper backups are taken before executing the following solutions \u2013
\n<\/span>
\nYou will observe that New Appointment button will not be visible under Communications tab of Company, Person, Cases, Opportunity or any other entity. Refer below screenshot.
\n\"App1\"<\/a>
\nIt also restricts the user to create new appointment buttons from Calendar view and List view, Quick Appointment button from Calendar tabs of My CRM and Team CRM. Refer below screenshot.
\n\"App2\"<\/a>
\nIn addition to above, Create Follow-up Appointment checkbox will no longer be visible on New Task screen. Refer below screenshot.
\n\"App3\"<\/a>
\nUsing above steps, the user can easily control entry of appointments in Sage CRM by changing single system parameter.
\nAlso Read:
\n1) Interactive Dashboards to help day to day CRM tasks
\n<\/a>2) Date fields in task and appointment
\n<\/a>3) Show External Attendees in a Sage CRM 7.1 List for an Appointment
\n<\/a>4) Sage CRM 7.1: Add Attendees for an Appointment
\n<\/a>5) Recurring Tasks in SageCRM<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM allows us to customize entry of data in a secured manner. Data security can be provided at various levels for an entity. In this blog, we will explain how security can be applied to control entry of appointments in Sage CRM. New Stuff: What if user is locked out in Sage CRM? Entry\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":[27,83,321,323,332,336,337,417],"tags":[564,833,1933,1948,2010,2030,2031,2033,2543],"class_list":["post-8287","post","type-post","status-publish","format-standard","hentry","category-appointent","category-crm72","category-restriction","category-rights","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-user","tag-appointment","tag-crm7-0","tag-restrict","tag-rights","tag-sage-crm","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-sage-crm-7-2","tag-users"],"yoast_head":"\nControl users to create Appointments in Sage CRM - 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\/07\/28\/control-users-to-create-appointments-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Control users to create Appointments in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM allows us to customize entry of data in a secured manner. Data security can be provided at various levels for an entity. In this blog, we will explain how security can be applied to control entry of appointments in Sage CRM. New Stuff: What if user is locked out in Sage CRM? 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