Sage CRM

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  • 1.  Sage CRM 7.3, security set up so that salespeople

    Posted 10-21-2016 07:02
    Sage CRM 7.3, security set up so that salespeople can view but not edit companies in their sibling territories. Users are able to see SOME, bot NOT ALL companies in their sibling territories. What should I be looking for to sort this out?


  • 2.  RE: Sage CRM 7.3, security set up so that salespeople

    Posted 10-21-2016 10:45
    Some persons on the import wound up in the worldwide territory. That check is not in the admin's query but it is for users who have restrictions. I knew the import did something with nulls in the data I was given but didn't realize it had assigned worldwide and not the company territory.


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