Sage CRM

Hi, I'd like to link the Team (case_channelid) field with the value of the field Assigned To (case_assigneduserid) in my Case Status screen (CaseStatusBox). For instance if I select User A I want to automatically modify the value of the Team field…

I'm a system admin who is fairly new to Sage. Our company uses the Outlook integration plugin versus the exchange integration for security/server reasons. When users sync appointments or tasks from Outlook to Sage, it automatically defaults the "team…

Hi All, Is there a way I can setup a security matrix where cases of Team A are visible/editable only to Assigned To and Created By, but cases of other teams can be visible/editable to all the respective team members. Regards, Yogesh