CRM Visitors

From Customer365 for SageCRM

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