MultiEntorno: trabajar con distintos grupos de empresas
MultiEntorno permite gestionar distintos grupos de empresas de forma independiente dentro de la misma aplicación.
What is Multi-Environment
Multi-Environment allows you to separate information from different branches, subsidiaries, countries or divisions within the same database.
Each environment maintains its own records, preventing data from being mixed across different structures.
Example
If your company has offices in Barcelona, Madrid and Valencia, you can create one environment for each and manage their companies, contacts, opportunities and orders independently.
In connected implementations, depending on the configuration and the market, each environment will display the Sage companies that are connected.
How to work with Multi-Environment
You will be able to work with the environments you have visibility of. If you only have access to one environment, you will not notice any change in your experience.
1. Select the active environment
If you have access to multiple environments, you will find a selector in the main menu.
You can:
“All Environments”: You will see information from all environments you have access to.
Specific selection: Choose one or more environments to see only their information. The selection is saved even if you close and reopen the application.
On Mobile:
Android
Open the main menu.
Select the environment (in dark green) to access the selection screen.
Tick the environment or environments you need.
Tap Done to apply the changes.
IOS
Go to the Companies menu.
Tap the dropdown at the top (▼).
Select the desired environment.
Tap Done to apply the changes.
2. Which information is filtered by environment
When you select an environment, the following sections display only records from that environment:
Companies
Contacts
Opportunities
Orders
Products*
* Products that do not have an environment assigned are always displayed, regardless of the selected environment. This allows certain products to be available across all environments.
Sections not filtered by environment
The following areas are not affected by the selected environment:
Dashboard
Activities
Calendar
Documents
Goals
Campaigns
News
3. Creating records in Multi-Environment
If you work with a single environment
All records are automatically created in your environment.
No additional action is required.
If you work with multiple environments
On Web:
Access via the “Create” option in the main Companies list.
The environment field will appear as the first step before completing the rest of the information.
A blue message will remind you to select the environment first.
Once selected, you can complete the remaining fields.
On Mobile:
From the Companies menu, tap ”+”
A pop-up window will appear to select the environment.
After choosing it, you will be able to view and complete the full form.
iOS
Android
iOs
Create from another record (automatic inheritance)
When you create a record from within another one, the environment is automatically inherited.
For example:
If you create a contact from a company in “Barcelona”, the contact will belong to that environment.
If you create a company from a contact in “Madrid”, the new company will belong to “Madrid”.
In these cases, you cannot modify the environment, as related records must belong to the same environment
Special case: Events and Tasks
In Events and Tasks, you can select any environment you have access to, even if it is not active in the main menu.
4. Editing existing records
General rule
You cannot change the environment of a record once it has been created.
This ensures data and relationship consistency.
Exception: records without an assigned environment
If there are records created before Multi-Environment was activated without an assigned environment:
You can assign one the first time you edit them.
Some dropdown fields may reset because they depend on the selected environment.
5. Environment display
In lists
On Web, the environment appears as the second column.
On mobile, it appears in each row of the list.
In the detail view
The environment is always displayed as part of the record information.
6. Products and environments
Products can:
Belong to one or more environments.
Limit their visibility using the field “Visible for these environments”.
Be visible to all if they have no environment assigned.
When adding products to an order
You will only see:
Products from the same environment as the order.
Products without an assigned environment.
7. Filters by environment
Without specific filter
In:
Companies
Contacts
Opportunities
Orders
Products
There is no additional filter because the environment is already controlled from the main selector.
With specific filter
In Events and Tasks, you can filter by environment.
In Activities, you can filter by the environment of the related company.
8. Bulk actions (Web only)
If you are working with a single selected environment
You can:
✅ Merge duplicate records
✅ Edit multiple records at once
✅ Delete multiple records
If you are working with multiple selected environments
❌ You cannot merge records
❌ You cannot edit in bulk
✅ You can delete multiple records
Why this limitation?
These restrictions prevent data from being mixed across environments.
Permissions and access
Your administrator defines:
Which environments you can view
In which environments you can create record.
If you do not have permission:
You will not see records from that environment
You will not be able to create new records
If you access a link from an environment without permission, you will see a message indicating that you cannot view the content.
Best Practices
Select the correct environment before starting work if you only need to view specific information
Use “All Environments” when you need a general overview
Check the environment in lists to quickly identify where each record belongs
Remember that your selection is saved; you do not need to configure it every day
⚠️ Things to keep in mind
Once assigned, you cannot change the environment of a record
Related records (Company and its Contacts) must belong to the same environment
If you cannot see certain records, check which environments are selected in the main menu
Bulk actions have limitations when working with multiple environments
Need help?
If you have questions about:
Which environments you can view or use
How environments have been configured in your company
Access issues to certain records
Contact your system administrator, who can review and adjust your permission settings.