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  • Password protect purchase orders and invoices

    In this ever increasing email world, it would be beneficial to use Sage 200 to password protect PDF purchase orders and invoices etc before sending out. However, this would need to assign unique passwords to each supplier or customer account. The only…
  • Private communications and restricted access to calendar information

    This article has been prompted by a some recent questions about nature of data privacy in Sage CRM. And specifically I want to think about access to diaries and calendars. Consider the following business requirements: Is there any way to restrict…
  • The California Consumer Privacy Act (CCPA): A quick start guide

    This article was originally published on the Sage Advice website on August 7, 2019 by Keir Thomas-Bryant As of January 1, 2020, the new California protection for personal information comes into effect, which directly affects some businesses that offer…
  • Payroll privacy workflow

    Hi All, I asked a question the other day regarding hiding pay wage information in the daily payroll screen: http://sagecity.na.sage.com/support_communities/sage_construction_and_real_estate/f/41/t/93405 I am curious as to what the workflow is…