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  • user in company team cannot view the company

    Hi all, I have added the user Siang to Timber Friend SB company. Meanwhile, the account manager for this company is another user. However, Siang still not able to find/access this company or view the lead related to this company even though the…

  • Cases : Linking Team to Assigned User

    Hi, I'd like to link the Team (case_channelid) field with the value of the field Assigned To (case_assigneduserid) in my Case Status screen (CaseStatusBox). For instance if I select User A I want to automatically modify the value of the Team field…

  • Classic Outlook Integration Default Team Sync

    I'm a system admin who is fairly new to Sage. Our company uses the Outlook integration plugin versus the exchange integration for security/server reasons. When users sync appointments or tasks from Outlook to Sage, it automatically defaults the "team…

  • Security Matrix - Restricting visibility to Assigned To and Created By

    Hi All, Is there a way I can setup a security matrix where cases of Team A are visible/editable only to Assigned To and Created By, but cases of other teams can be visible/editable to all the respective team members. Regards, Yogesh

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