Be able to define on a report-by-report basis which users have rights to the report. Could have options for User, Team or Security Profile.

This is standard in most CRM packages.

by: Stacy D. | over a year ago | Customer Mgment (CRM)

Comments

• Agree, need better security for reports. All or nothing is not acceptable for many customers.

  by: Stephen H. | over a year ago

• Agree, a fundamental flaw in Sage CRM compared to say SalesForce which we used to use before changing to Sage ERP/CRM.

  by: Tim E. | over a year ago

• If Security is built correctly and the users can not see the data that is related to the report then the report will bring back a zero data set. I belive security handles this out of the box with all standard reports.

  by: Rob L. | over a year ago