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Get the Most Out of Sage CRM with Proper Active X Settings
Greetings, fellow Sage CRM users! For those of you who are new to the platform, Sage CRM is a robust and user-friendly customer relationship management software that offers a wide range of features and functionalities to help you manage your business more efficiently. One of the most critical factors that significantly impact the performance of Sage CRM is Active X settings.
Active X is a Microsoft technology that enables interactive content and applications to be displayed and executed on a web page. In other words, Active X is what allows certain features and functionalities to work correctly on Sage CRM, such as uploading files or running reports. If your Active X settings are not configured correctly, you may experience issues with Sage CRM’s functionality.
With that in mind, it’s crucial to ensure that your Active X settings are correctly configured to maximize your Sage CRM experience. In this article, we will take a deep dive into Active X settings and how they can impact Sage CRM’s performance.
Understanding Active X Settings
Active X settings are browser-specific and enable or disable Microsoft’s Active X technology. Active X settings can be adjusted on a per-site basis or overall in your browser settings. There are three types of Active X settings available:
| Active X Settings | Description |
|---|---|
| Safe Mode | This setting enables the minimum number of Active X controls to ensure that the user’s browsing experience is secure. |
| Prompt Mode | This setting prompts the user for permission to run Active X controls. If the user denies access, the control will not run. |
| Enabled Mode | This setting allows all Active X controls to run without prompting the user for permission. |
Configuring Active X Settings for Sage CRM
You can configure Active X settings for Sage CRM through the following steps:
- Open Internet Explorer and click on ‘Tools’ in the menu bar.
- Select ‘Internet Options’ from the drop-down menu.
- Click on the ‘Security’ tab and select the ‘Custom Level’ button.
- Scroll down to the ‘Active X Controls and Plug-ins’ section and select the ‘Prompt’ option for ‘Download Signed Active X Controls’ and ‘Run Active X Controls and Plug-ins.’
- Make sure that the option ‘Script Active X Controls Marked Safe for Scripting’ is enabled.
- Click ‘OK’ to save the changes and exit.
Common Issues with Active X Settings
If your Active X settings are not configured correctly, you may experience several issues with Sage CRM’s functionality. Here are some of the most common issues that you may encounter:
Unable to Upload Files
One of the most common issues caused by misconfigured Active X settings is the inability to upload files to Sage CRM. If you’re unable to upload files, ensure that your Active X settings are configured correctly.
Reporting Issues
If you’re experiencing issues when running reports on Sage CRM, configuring your Active X settings correctly can resolve the issue. Make sure that you have enabled Active X controls and plug-ins as per the previous instructions.
FAQs
Q: Are Active X settings only relevant for Internet Explorer users?
A: Yes, Active X is a Microsoft technology that only works on Internet Explorer.
Q: Can configuring Active X settings affect other websites?
A: Yes, changing Active X settings will affect other websites that use Active X technology.
Q: What happens if I don’t configure my Active X settings correctly?
A: You may experience issues with Sage CRM’s functionality, such as not being able to upload files or run reports.
Q: How often do I need to configure my Active X settings?
A: We recommend configuring your Active X settings when you first start using Sage CRM and whenever you experience issues with its functionality.
Q: Can I enable Active X globally for all websites?
A: While enabling Active X globally can help resolve issues with Sage CRM’s functionality, it’s not the best practice as it can also pose a security risk for your computer.
Q: Is it safe to enable all Active X controls?
A: No, it’s not safe to enable all Active X controls as it can pose a security risk for your computer. We recommend only enabling controls that are necessary for Sage CRM’s functionality.
Q: Can I configure Active X settings for specific Sage CRM modules?
A: Yes, you can configure Active X settings for specific Sage CRM modules by adding them to the trusted sites list in Internet Explorer.
Q: How can I know if my Active X settings are configured correctly?
A: To check if your Active X settings are configured correctly, navigate to the Sage CRM portal and test its functionalities, such as uploading a file or running a report.
Q: What should I do if I’m still experiencing issues after configuring my Active X settings?
A: If you’re still experiencing issues after configuring your Active X settings, contact Sage CRM support for assistance.
Q: What if I’m using a different browser than Internet Explorer?
A: Sage CRM is specifically designed to work with Internet Explorer, so we recommend using Internet Explorer for the best experience.
Q: Can I configure Active X settings on a Mac computer?
A: No, Active X is a Microsoft technology and is only available on Windows computers.
Q: How can I reset my Active X settings to default?
A: To reset your Active X settings to default, open Internet Explorer, click on ‘Tools,’ select ‘Internet Options,’ click on the ‘Security’ tab, select ‘Reset all zones to default level,’ and click ‘OK.’
Q: Will configuring my Active X settings affect my browser’s performance?
A: No, configuring your Active X settings correctly should not affect your browser’s performance.
Q: Can I configure Active X settings for different versions of Internet Explorer?
A: Yes, you can configure Active X settings for different versions of Internet Explorer, but the instructions may differ slightly.
Conclusion
Well-done! Now you’re equipped with a comprehensive understanding of Active X settings and how they impact Sage CRM’s performance. Remember, correctly configuring your Active X settings is crucial in ensuring a seamless Sage CRM experience. Follow the steps outlined in this article to configure your Active X settings correctly, and don’t hesitate to reach out to Sage CRM support if you’re experiencing any issues.
Thank you for reading, and we hope this article was informative and valuable to you. Take action today and configure your Active X settings to enhance your Sage CRM experience!
Closing Disclaimer
The information contained in this article is for educational purposes only and does not constitute legal, financial, or professional advice. While we have made every effort to ensure the accuracy and completeness of this information, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the information contained in this article for any purpose. Any reliance you place on such information is, therefore, strictly at your own risk. In no event will we be liable for any loss or damage, including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this article.
