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"

---

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