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• Creating a Simple Messaging System within Sage CRM

  This article has been written to answer the business need for a simple way for a user to pass a message to the System Administrator (or another colleague) without having to leave Sage CRM. The further... Posted Aug 13 2009, 09:58 by Jeff Richards with | with no comments Filed under: List Block, List Page, custom captions, translations, Security, Escalation Rules, Notifications, advanced customization wizard

• Lookup Fields that Side Step Security

  In this article I would like to discuss a number of distinct concepts and then bring them together. Search Select Advanced Fields Security and Data Access Dynamically Changing Field Properties using an... Posted Jul 02 2009, 10:54 by Jeff Richards with | with no comments Filed under: create script, Search Select Advanced, Security, Fields

• Tips for Building Views

  The following is a survey of all the different articles that have discussed creating and editing views within Sage CRM. Understanding SQL views is essential as they under pin just about every feature within... Posted Jul 01 2009, 10:28 by Jeff Richards with | with no comments Filed under: Workflow, Web Services, SQL, Views, Reports, Security, Logging, Fields, Graphs, vsentinel

• Sage CRM and Row Level Security

  Sage CRM has a very powerful set of security mechanisms to guard access to data. Row Level Security using the idea of Territory and Security Profiles. Field Level Security which guards Read, Write access... Posted Feb 17 2009, 10:52 by Jeff Richards with | with 1 comment(s) Filed under: Security

• More about Using CRM security in ASP pages

  This article has been updated to bring the code into line with the coding standard introduced in Sage CRM 6.2. I have previously discussed that access to buttons can be controlled by the 4 & 5 parameter... Posted Feb 10 2009, 04:21 by Jeff Richards with | with 1 comment(s) Filed under: ASP, COM, buttons, Security, Fields

• Using CRM security in ASP pages

  This article has been updated to bring the sample code into line with the new standard introduced with Sage CRM 6.2. Access to buttons can be controlled by the 4 & 5 parameter of the CRM.Button() method... Posted Feb 10 2009, 04:17 by Jeff Richards with | with no comments Filed under: ASP, COM, buttons, Security

• Overriding the Default Territories Setting

  When you insert a new record, the Territory field defaults to a territory called Default. This is not a true territory, but a territory placeholder. The Default entry remains in the field until the user... Posted Aug 05 2008, 02:22 by Jeff Richards with | with no comments Filed under: Unexpected Event, create script, Security, Default Values

• Guarding Access to Buttons Built in ASP Pages

  Imagine that you have created a new page that lists data from either Sage CRM or an external system. It maybe that you have classified your users into two types. The first can only view the data, so the... Posted Apr 01 2008, 10:00 by Jeff Richards with | with no comments Filed under: ASP, COM, buttons, Security

• Integration with External Systems and the Synchronization of Application Data

  Introduction 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... Posted Mar 30 2008, 10:00 by Jeff Richards with | with 3 comment(s) Filed under: sagecrm.com, ASP, COM, Accpac, Outlook Integration, Integration Options, Security, .NET API, SOLO, Sage CRM 6.1

• Controlling access to reports

  I am going make the assumption you are working with Sage CRM 5.8 onwards. It is worth reminding ourselves that the security features in Sage CRM extend to cover the internal CRM reporting engine. If a... Posted Feb 19 2008, 10:00 by Jeff Richards with | with no comments Filed under: Tab, Reports, Security, Sage CRM 6.0, Sage CRM 5.8

• Field Level Security and Create Scripts

  The control of field level security can be found against each field listed under the Field tab in the customization area. Administration | Customization | TableName We know from the documentation that... Posted Dec 21 2007, 10:00 by Jeff Richards with | with 2 comment(s) Filed under: COM, create script, Security, Fields

• Sage CRM and Security Territories

  Sage CRM has a complex and sophisticated Security mechanism implemented as automatic alteration of the SQL used to fetch either the application data to the screen or the meta data that controls the availability... Posted Nov 27 2007, 10:00 by Jeff Richards with | with 4 comment(s) Filed under: SQL, Views, Security, Sage CRM 6.0, System Parameters

• Session ID in Web Services

  When accessing Sage CRM via the Web Services API a user session needs to be created. private WebService WS=new WebService(); private logonresult SID; SID=WS.logon("wsuser","x3%b0H2"... Posted Oct 18 2007, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: Web Services, Security

• Adding Users via Webservices

  If you look at the Sage CRM database tables that are exposed in the WSDL file and also in the "custom_tables" meta data table it looks like you should be able to add users. But when working with... Posted Oct 02 2007, 10:00 by Jeff Richards with | with no comments Filed under: Web Services, Import, Security

• Automatic Removal of Solo Data

  I have been thinking about the problem of deleting a remote workers database from their SOLO machine. This maybe necessary if you want to make sure all data is cleared out before a system upgrade or if... Posted Sep 21 2007, 10:00 by Jeff Richards with | with no comments Filed under: Security, SOLO