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November 2009 - Posts
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Restrict Sensitive Info Rights to view the following tabs can be restricted for individual users depending on company team membership. This means that if you have not been assigned to work on an account via the Company Team tab, you may not view or update... Read more
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Security Policies allow the System Administrator to set up additional security rights. When any of the settings within the Security Policies page are enabled, additional options are available in the Profile Rights For drop-down list in the Security Profiles... Read more
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Sage is currently recruiting Beta and Controlled Release sites for the Sage MAS Extended Enterprise Suite v1.4 product. In order to be considered to be a participant in this program, we require that your Customer site be using the CRM integration on EES... Read more
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This attached document provides details of all Sage CRM patch releases for version 6.2. Installing the
most recent 6.2 patch
Read more
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The User Activity area of the system enables Administrators to view user login and activity details. Information that can be viewed includes user login and logout time and date, session duration, logout method (whether manual or by automatic timeout)... Read more
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A team is a group of users who perform similar roles. In a small organization, this might mean that all Sales Department users are part of the Sales Team. In a larger organization, there may be Telesales, Direct Sales, and Field Sales teams. Putting Teams... Read more
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The System Administrator can set up field security for the whole CRM system, for individuals, teams, and for security profiles via the Administration | Customization | <Entity> | Fields tab. For example, it is possible to make a field invisible... Read more
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The System Administrator can manage security access rights across the organization by setting up security Profiles and, if required, security Territories. Profile . A profile is a way of grouping users together when defining access rights (View, Update... Read more
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A user requires a User Name logon ID to access the system. You can also set the minimum length and strength of passwords. These settings can be accessed from Administration | Users | Security | Policies. Password Encryption A user's password is encrypted... Read more
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CRM is a 32-bit application which can run on a 64-bit server (from version 6.1 and above). For example, with IIS 6.0 on Windows Server 2003 x64 Edition. However, since the IIS default is for 64-bit applications, the following CScript needs to be run first on the server from the command prompt Read more
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Sage CRM is integration-ready straight out of the box. It can integrate quickly with Sage ERP products, as well as other external applications through secure, standards-based web services and APIs. Please read the attached documentation for additional... Read more
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Did you know that SageCRM has the ability to apply rules to inbound emails? Can your CRM system do this? Here is an example: When an e-mail is received in the specified mailbox, the e-mail database table is checked for all the people associated with the... Read more
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Did you know that Sales Forecasting is a standard feature of the SageCRM application for both Individual CRM users and Teams? Sales Forecasting functionality: ■ Allows individual Sales Users to flag opportunities in their pipeline to indicate whether... Read more
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SageCRM, included as part of the Sage Accpac Extended Enterprise Suite, provides multicurrency, multi-lingual support from a single code base—English, U.K. English, French, German, Spanish, Dutch, and Japanese—making this solution the logical choice for... Read more
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You can perform a number of actions on all types of search lists— lists returned by a standard search, lists returned by Advanced Find, lists returned by Keyword Search, lists based on saved searches, or the My CRM Contacts list. Actions available are... Read more
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