Sage CRM

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  • 1.  I am new to SageCRM. I have installed, and integr

    Posted 10-10-2012 14:10
    I am new to SageCRM. I have installed, and integrated successfully with Sage 100 ERP. But on most tabs in CRM, I get a message: ""This information is only available to members of the company team."" I have set myself up with full admin rights, but no success. Any thoughts?


  • 2.  RE: I am new to SageCRM. I have installed, and integr

    Posted 10-10-2012 14:18
    You have set up restricted views. Under each User, there is a security panel that has a setting for ""Restrict Sensitive Info"". Make sure it is set to ""No Restriction"". It usually isn't a problem if you have the default settings so it's a bit unusual that you are getting that error.


  • 3.  RE: I am new to SageCRM. I have installed, and integr

    Posted 10-10-2012 14:19
    Thank you Peter. I had just changed that setting while playing with it, and it is now fixed.