CRM Visitors

Within CRM itself you can view any person records recorded as registered visitors in CRM

To do this logon as a user with admin rights

Click

 Administration -> System -> Self Service

Uncheck the "Anonymous visitors only" checkbox and click filter to see the people

Visitor maintenance is available at

See also

 "Sage CRM 7.2: Administering Self Service Visitors"

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Trigger on visitor table that sets the users email address as the logon id (the logon id field should be expanded to 255 chars before using this)

 create trigger [dbo].[UpdateLogonId]
 on [dbo].[Visitor]
 after insert, update
 as
 begin
        set nocount on;
        declare @visiId int
        DECLARE @Email VARCHAR(50)
        select @visiId = INSERTED.Visi_VisitorId
        from inserted
        select @Email = INSERTED.Visi_EmailAddress
        from inserted
        update Visitor
        SET Visi_LogonId = @Email
        WHERE Visi_VisitorId = @visiId
 END