• Secure Site access

    FormerMember
    FormerMember
    When logging in to CRM, there is a notice in the address bar that the connection is not secure. So, would seem prudent to configure it to use HTTPS instead of HTTP. Assumption to do so would be to add an SSL certificate in IIS to be listed as a secure…
  • Sage CRM - Company Security Territory issue

    Has anyone ever experienced issues with territory security like we have? Here is the issue: 1) We set the comp_secterr on the company summary screen when we create a new company. 2) Our sales staff, who can see other companies in that territory, cannot…