Welcome to the Sage CRM Support Group on Community Hub! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
The security features in Sage CRM extend to cover the internal CRM reporting engine. If a user can not see the data in the screen then they will not be able to see the data in the reports. The main security profile settings apply and so do the field level…
Has anyone ever experienced issues with territory security like we have? Here is the issue:
1) We set the comp_secterr on the company summary screen when we create a new company.
2) Our sales staff, who can see other companies in that territory, cannot…
