Solved

How can I disable export to file in Sage CRM v 7.1?

Posted on 2011-09-05
5
1,051 Views
Last Modified: 2013-11-24
Hi - I need to disable the export to file button within Sage CRM v7.1, or at least not give some users the permission?
0
Comment
Question by:gscx
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 2
  • 2
5 Comments
 
LVL 10

Expert Comment

by:Bruce Denney
ID: 36489573
I guess you are trying to avoid data theft.

I would ensure all staff understand the law of data theft and ensure they know that stealing data is no different to stealing a company car.

I would also take the added precaution of seeding the data so that should anyone ever steal the data you can know about the theft, know a theft has happened and be in a position to prosecute.  This will also work if the data is stolen by hackers, senior staff or any one else.

http://www.marketscan.co.uk/news/customer-data-the-threat-from-within-3-0004105
0
 
LVL 3

Expert Comment

by:gavinel
ID: 36503147
Hi

Can be done but not too easily
What you can do is insert javascript into the system action screen via the Translations for the button and this can effect hiding the button

So go to Admin > Customisation > translations and search for Family = Button + Code = Export. This shows where you can export in the system. Then in the relevant translation (eg US English) add in the relevant javascript to hide the button from the users of that language.

Gavin
0
 

Author Comment

by:gscx
ID: 36503432
Hi Gavin - thanks for that, within the javascript I take it that I could hide the button for all users except system admin? And would you happen to have an example of the script?

Thanks
Graham
0
 
LVL 3

Accepted Solution

by:
gavinel earned 500 total points
ID: 36503988
Hi graham

You are right that you could hide the button for all users except the admin (ID 1)

re the javascript I don't have an example unfortunately - I'm more theory than practice in this area I'm affraid.
That said have a look at http://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2009/07/08/getting-scripts-into-hard-to-reach-places.aspx and it should point you in the right direction
0
 

Author Closing Comment

by:gscx
ID: 36504032
Thanks for leading me to a good solution along with a lesson!
0

Featured Post

DevOps Toolchain Recommendations

Read this Gartner Research Note and discover how your IT organization can automate and optimize DevOps processes using a toolchain architecture.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Note: You must have administrative privileges in order to create/edit Roles. Salesforce.com (http://www.salesforce.com/) (SFDC) is a cloud-based customer relationship management (CRM) system. It is a database most commonly used by sales and marke…
Messaging apps are amazing tools with the power to do a lot of good, but the truth is the process of collaborating with coworkers requires relationships established through meaningful communication - the kind of communication that only happens face-…

730 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question