My Companies, My Persons - Summary  

The Labs My Companies My Persons component adds two new tabs to the My CRM area of Sage CRM:

• My Companies

• My People

These tabs give users direct access to the Company and Person records for which they are recorded as the Primary User.

The component is intended to make Sage CRM easier to use by reducing the need for users to repeatedly search for, or apply filters to, the customer and contact records they manage. It also provides managers with a convenient way to review records assigned to another user where access to another user’s My CRM context is permitted.

The component uses standard Sage CRM list blocks and does not change the underlying Company or Person records.

What the Component Does Once Installed / Changes to the Interface

Once installed, the component adds two new tabs to the My CRM system menu.

My Companies

The My Companies tab displays Company records where the selected My CRM user is recorded in the Company’s Primary User field.

In database terms, the list is filtered using:

comp_primaryuserid = selectedUserId

The page uses the standard Sage CRM Company grid, so the list retains familiar Sage CRM behaviour such as:

• column headings and record hyperlinks;

• sorting;

• paging;

• navigation to Company records;

• standard Sage CRM security and territory restrictions.

The tab does not display every Company that the user is permitted to view. It displays only those Companies where the selected user has been explicitly assigned as the Primary User.

My People

The My People tab displays Person records where the selected My CRM user is recorded in the Person’s Primary User field.

In database terms, the list is filtered using:

pers_primaryuserid = selectedUserId

The page uses the standard Sage CRM Person grid and therefore retains the usual list behaviour, including:

• column headings and record hyperlinks;

• sorting;

• paging;

• navigation to Person records;

• standard Sage CRM security and territory restrictions.

The tab does not display every Person visible to the user. It displays only those Person records where the selected user is set as the Primary User.

Selected-user behaviour

When a user opens either tab from their own My CRM area, the pages normally display the Companies and People assigned to that user.

Where Sage CRM allows a manager or administrator to select another user in the My CRM context, the tabs display the records assigned to the selected user. This can help managers review account and contact ownership across their team.

If no valid selected-user context is available, the pages fall back to the currently logged-on Sage CRM user.

Security

The component does not bypass Sage CRM security.

The records displayed remain subject to the rights and territory access of the logged-on user. A user will not gain access to a Company or Person record simply because another user is recorded as its Primary User.

What the component does not change

The component does not:

• add new fields to Company or Person records;

• change the value of the Primary User field;

• alter Sage CRM security profiles or territories;

• create new Company or Person records;

• change ownership automatically;

• include records linked through teams, opportunities, communications or other relationships unless the selected user is also the Primary User.

How to Use

Opening My Companies

1. Sign in to Sage CRM.

2. Select My CRM from the main menu.

3. Select the Companies tab.

4. Sage CRM displays the Companies for which you are recorded as the Primary User.

5. Select a Company name or another available hyperlink to open the Company record.

6. Use the standard list controls to sort the results or move between pages.

Opening My People

1. Sign in to Sage CRM.

2. Select My CRM from the main menu.

3. Select the People tab.

4. Sage CRM displays the People for whom you are recorded as the Primary User.

5. Select a Person name or another available hyperlink to open the Person record.

6. Use the standard list controls to sort the results or move between pages.

Reviewing another user’s records

Where the user has permission to view another user’s My CRM information:

1. Open My CRM.

2. Select the required user using the standard Sage CRM user-selection control.

3. Open either Companies or People.

4. The list is refreshed to show records where the selected user is the Primary User.

The records shown are still limited by the security rights of the logged-on user.

Assigning records to a user

The component only displays existing Primary User assignments. It does not assign records itself.

To make a Company appear in a user’s Companies list:

1. Open the Company record.

2. Edit the Company.

3. Set the required user in the Primary User field.

4. Save the record.

To make a Person appear in a user’s People list:

1. Open the Person record.

2. Edit the Person.

3. Set the required user in the Primary User field.

4. Save the record.

The record will then appear in the corresponding My CRM list, subject to the user’s security rights.

Intended use

The component is most useful where the Primary User field represents responsibility for an account or contact. For example:

• an account manager responsible for a group of Companies;

• a salesperson responsible for named contacts;

• a customer service user assigned to specific organisations or people;

• a manager reviewing record ownership across a team.

The component provides a simple personal workspace in which:

My Companies shows the organisations assigned to the selected user.

My People shows the individual contacts assigned to the selected user.

Uninstalling the My Companies, My Persons feature

To remove the My Companies, My Persons Labs component from Sage CRM:

Go to Administration
Customization
Component Manager.

Locate the My Companies, My Persons (or equivalent) component in the list.

Run the component again and choose Uninstall:

• This will remove the associated ASP pages from the Sage CRM interface.

Recommendation: Always perform the uninstall in a test environment first and ensure that no business processes depend on quote templates before removing the feature from production.