Sage CRM

I have created a territory for one of our independent rep groups. For some reason, documents added by our internal team are not visible to the rep group (namely quotes and drawings). Emails are visible but not attachments. How do I allow access…

Hi all, I have been struggling with this and was hoping someone here could help me. In our Sage CRM system we have added many custom entities. We have recently found that non-admin users of the system are unable to delete these custom entities. My…

Hi @all, I have a Problem with security profiles for my custom entity when referring to .NET DLL and haven't found any help or hint so far in this community. I created a new Primary entity using the advanced customization wizard. This entity is owned…