Category Archives: Interactive Dashboard

Assign Dashboard templates to particular Team

Sage CRM allow users to create custom dashboards, according to data feeds which they want to have look at from different entities at same time. It can be in list, chart or report format. As we all know Sage CRM provides security constrain on data team wise, user wise, territory wise, assigned to and created… Read More »

CRM Quick Find functionality stopped working in Sage CRM

You all are aware of Quick Find feature of Sage CRM 2017, it has made the search functionality easy and flexible by applying the search norms within all the entities as well as fields of CRM on one single action. This feature has proved very useful for the Call Center users who needs to find… Read More »

Hide Interactive Dashboard Panel for Non Admin User

As we know the Interactive dashboard of Sage CRM is a wonderful feature that allows us to have immediate access to a wide variety of information. With the Sage CRM interactive dashboard, users can manage all their activity from one place. This includes their calendar, their tasks, their lists, their opportunity and web and RSS… Read More »

Provision to review MOM details right from the Dashboard

We’ve all heard the saying “Time is Money.”  This is especially true for Sales and Marketing people where they have constantly been asked to do more in less time. Sage CRM has provided many effective time management features right from the Mass update of data to Bulk Email. New Stuff: Company Notes Tab in Sage CRM Keeping… Read More »

Get Dropbox Event updates into Sage CRM Interactive Dashboard Gadget

Dropbox is a place where we love to keep or store our document, files and video so that we can view them anytime anyplace. Dropbox also make it super easy to share files with other peoples by just providing the Dropbox link to the other people using which people can directly download the file. New… Read More »

Notify Restricted Websites List to Sage CRM users using Web Site Gadget

In earlier blog, we have explained how to Restrict Web Sites in Sage CRM Dashboard Website Gadget. In this blog, we will explain how to display the restricted sites in an Interactive Dashboard Gadget. New Stuff: Viewing My Opportunities on Interactive Dashboard 1) To display restricted websites in Dashboard, we need to create .html files… Read More »

Viewing My Opportunities on Interactive Dashboard

Sage CRM has an inbuilt Interactive Dashboard which is used to display Sage CRM data. Sage CRM User can view his Tasks, Opportunities through Dashboards. In this blog, we will explain how user can view his ongoing Opportunities in an Interactive Dashboard. New Stuff: How to control Email Forward and Reply Translations Below are the… Read More »

Interactive Dashboard – Permission Denied Issue

Interactive Dashboard is one of the advance, essential and effective feature provided by Sage CRM 7.3. This version has brought lot of new dashboards and inbuilt reports. Sales Dashboard is one of them and it is available by default. In today’s blog I will explain you how I resolved permission denied issue appearing in Sales… Read More »

Add Calendar Gadget in an Interactive Dashboard in Sage CRM

Calendar control displays a calendar through which users can navigate to any day in any year. How about adding Sage CRM Calendar to be added into Interactive Dashboard? In this blog, we will explain how to add Calendar Gadget in an Interactive Dashboard. New Stuff: Integrate your Sage CRM with your Sage 50 (US) accounting Calendar… Read More »

Interactive Dashboard refuses to work? This could be related to SQL Server Configuration error

Everyone over here must be very much aware of Sage CRM installation process and its pre-requisites. But if you are facing Sage CRM installation for the first time then, it can be a little daunting. As successful CRM installation process itself determines or say confirms whether you will be facing tomcat related issues or not.… Read More »