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  • Advanced Customization Wizard Entity -- Regular user cannot see entity tab

    Help please! I have created a secondary entities with the Advanced Customization Wizard and the only users that can see the tab for the newly created secondary entity are System Admins. I am not sure where I went wrong. The entity is secondary to the…

  • 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…

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