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  • Blog Post: Allowing Views that Return Duplicate Person records to be used in Group definitions

    Please see the article " Reports, Saved Searches and Groups " for background information on how Groups are defined in Sage CRM. This article is relevent when needing to create Groups that are based on a view that returns multiple instances of the same person record. This maybe because of...
  • Blog Post: Database Case-Sensitivity and Connecting to an External Case Sensitive Database

    If you are working with SQL Server you may have read in the System Administration guide that when installing Sage CRM the SQL server main install needs to have a case insensitive collation. A binary collation, or a case sensitive collation, is not supported for installation. Within the Custom_SysParams...
  • Blog Post: Sage CRM and Security Territories

    Sage CRM has a powerful Security mechanism implemented as an automatic alteration of the SQL used to fetch either the application data to the screen or the meta data that controls the availability of features. A user will be able to access a particular set of data records to which another user may not...
  • Blog Post: Merging Person records attached to different Companies

    This article is related to the previous discussion " Cloning a Person and assigning to a new Company ". In a default install of Sage CRM it is not possible to merge a person record with another person that is attached to a different company. You can see in the image above only the...