The SSA help files are often overlooked or forgotten about.
It would be good if they could be brought online like the Sage 200 Product Help or possibly even incorporated into the Product Help.
The SSA help files are often overlooked or forgotten about.
It would be good if they could be brought online like the Sage 200 Product Help or possibly even incorporated into the Product Help.
Suggestion to allow the ability to report on Features that have been linked to individual or their User Roles. At present there is limited clarity in reviewing the features applied for each role/user. The ability to create a report that could be exported…
Hi all,
after upgrading from sage 2017 to 2019, I have problem creating new company as in image below. What could be the problem and how to solve it? Thank you.
Can we add the database version to the Companies list in Sage 200 System Admin tool? If we are updating a lot of databases but cannot do them all in one go, being able to see the current database version would be very helpful.
Hi there,
it would be great to develop the User Roles a bit more (Settings - Organisational & Financial - User Access), and have the ability to create your own. Although Sage has set up some default ones to use, none of them match the roles that I have…
Locking the System before carrying out maintence tasks can avoid a lot of pain and hassle for System Administrator. It is tempting to add a component or even perform a meta data refresh without thinking of the consequences for any users currently logged…
A customer had a requirement for their users to be able to control some additional preferences.
In Sage CRM most user preferences are held in the usersettings table. These are the settings that control the way in which CRM information is displayed…
(Please visit the site to view this video)
This video shows how to codelessly add a new field to the user table and have that field displayed and editable in the User Administration screen.
For other articles that discuss customizing the User Administration…
A Customer had a requirement to store additional data about users that were 'Resources' in Sage CRM.
The new fields in the User table should be displayed in a page that should only be available when the user was of type 'Resource'.
Additional…
Working within the System Admininstration screens can present its own challenges. Please see the article "The SQL Tab Clause and the User Admin screens" for an example of what I mean.
Consider if I am working within a the System Administration…
I have discussed creating logs and audit trails of changes to data in previous articles.
See
But many customers have the…
Sometimes, just sometimes, I am left scratching my head about how to do something in Sage CRM. And then with a little more thinking, and exploration of the product and reading of the documentation I find that it is easier than I expected.
An example of…
A customer had a requirement that several new custom entities should be added to their Sage CRM system. The entities were added using the Advanced Customization Wizard.
In this example these entities were called "Projects" and "Events". The new entities…
A Linked Server within MS SQL Server is type of 'alias' within the SQL server that points to an external data source rather than a SQL Server database. This external data source can be in another RDBMS like Oracle or almost any other data system…
I needed to establish a connection to the Sage 100 database to allow me to check details about a customer record within the integrated system. A direct connection to an ODBC database is a very useful way to allow realtime queries to be run against the…
Below is a simple diagram showing the architecture of Sage CRM's self service module. You can see that this clearly implies that the Self Service site exists beyond the corporate firewall.
For a company that is using Sage CRM, how do they go about…
This article has come from a very experienced colleague in Australia.
Introduction
Microsoft SQL Server 2005 added new system tables to assist in the system reporting. Three of these tables in particular are written to every time a query is run. Microsoft…
To help keep the list shorter, can you add filter options to be able to hide users in the User list if they are disabled ?
In System Admin>Roles, the tree view will show a tick in a folder Eg Sales Ledger-Basic if all the features in basic are ticked. If the role only has some features in the sub folders it is tricky to see at a glance if tjhat is the case. Can the folder…
When amending Roles and searching for features, you can type in the Feature Name field to look for a word that will help you find an option easier. However the button highlighted by default is OK, so if you type and press Enter, it closes the form. Can…
While doing some work I made backups of our existing companies and restored all of them to a blank database. This way I could work on the data offline in a copy. When opening one company, all the asset information on the detail screen was grayed out.
…
