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How to update the Username & Password in Sage CRM for the Auto Login

Sage CRM needs to be configured to use the correct URL, username, and password for CommuniGator. If the login is entered incorrectly or is ever changed, the Sage CRM settings need to be updated.  

Note: This can only be done by someone with Administrator rights in Sage CRM.

To update the login details follow the steps below within Sage CRM...

1. Click "Administration" on the left hand menu.

2. Click "Advanced Customisation".

3. Click "System Menus".

4. Click "MainMenu" from the Tab Group Name list.

5. Select CommuniGator and the properties on the right hand side will show the URL Name.

6. It is this URL that contains the username and password.  Here is an example...

http://www.communigatormail.co.uk/autosignin.aspx?uid=USERNAME&pid=PASSWORD&tabId=54

This URL is basically split up into 4 sections...

  • The URL - How the product is accessed, update if necessary.
  • The Username (uid) - The username to login to the product, update if necessary.
  • The Password (pid) - The password to login to the product, update if necessary.
  • The Tab ID (tabid) - The tab ID you visit after login. Default is 54 which is the Campaign screen. Recommend this is left as is.

7. After you have altered the settings click "Update".

8. Click "Save".

9. The next time you try to access CommuniGator it should work fine. If not, the details changed were incorrect and you need to repeat the process again.

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