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…
Clients constantly receive queries from Auditors asking for password specifications for user login.
On the Navigation pane:
Expand Security
Double-click on Profiles
There will be an Active Directory and a Local profile. Double-click on the required…
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…
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…
