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  • Blog Post: Controlling access to reports

    The security features in Sage CRM extend to cover the internal CRM reporting engine. If a user can not see the data in the screen then they will not be able to see the data in the reports. The main security profile settings apply and so do the field level security settings. But how can we stop people...
  • Blog Post: Tips for Building Views: A round up of articles on 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 Sage CRM and completely determine what can or can't be done in Reports, Marketing Groups,...
  • Wiki Page: 492-16996 - Users with a plus sign (+) in their username may be unable to display reports

    Summary: Users with a plus sign ("+") in their username may be unable to display reports on-screen. Symptoms: As a user with a username of test+admin , try running a report to the screen. A 404 error message is displayed Error text: HTTP Error 404.0 - Not Found The resource you are looking...