The interactive dashboard is a highly-customizable workspace where you can control what information you need to see to be effective in your job. You can create multiple dashboards and gadgets by choosing the feeds, workflow and actions.
New Stuff:Redirecting to Custom Dot Net Summary Page from Report Column Hyperlink
In this blog will explain how to hide New Dashboard, New Gadget and Template from Interactive Dashboard for Non Admin User.
In Standard Sage CRM, all users have provision to create New Dashboard, New Gadget and Templates. Refer below screenshot.
To remove the buttons from the Dashboard tab follow below steps.
- Navigate to “<<Install Drive>>:\Program
- Files\Sage\CRM<instancename>\WWWRoot\InteractiveDashboard”
- Open “InteractiveDashboard.asp”
Paste below code after HTML End
<script>
$(function(){
setTimeout(function(){
if(crm.CurrentUser.user_per_admin==3)
{
$(‘.x-table-layout td.x-table-layout-cell:not(:first-child)’).each(function(){
$(this).hide();
})
}
}, 3000);
});
</script> - Once you have added the above piece of code. Login to the Sage CRM and you can see that New Dashboard, New Gadget and Template buttons are not visible to the non admin user.
About Us
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100, Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.