Category Archives: User

Assign User to specific Dashboard Template

The dashboard is a highly-customizable workspace where you control what information you need to see to be effective in your job. We can create multiple dashboards and gadgets by choosing the feeds, workflow, and actions you want to drive from your workspace, or select predefined gadgets and dashboards from templates. In this blog we will… Read More »

Report Category Access to particular users in Sage CRM

Reporting is very essential in any business process as it gives clear picture of ongoing work in an efficient manner. Sage CRM also provides Reporting feature and security structure. New Stuff: Sage CRM and Sage 300 ERP Integration Part-3 In Report section, you can see many Reports Category are available and each Report Category will… Read More »

How Territory is set to User Home Territory?

Sage CRM is very much flexible to manage different type of scenarios as per the business needs. But we can’t even deny the level of comfort gained through Standard CRM system which helps in managing the time with the amount of functionalities offered. In below article, I will explain one such functionality of CRM which… Read More »

Restricting Reports data to authorized users

Hi Readers…!! As we all know, SAGE CRM provides an easy to go feature of Reports generation in system. These reports can belong to various entities as well as various scenarios captured in CRM. Reports, which proves to be a highlight of every Business Organization as it provides the overall data consolidated through few easy… Read More »

Profile Pictures for users on Sage CRM Dot Com

Off late I have been posting various blogs regarding Sage CRM 2014 R2 which has been released on DOT COM. Today I will discuss one more enhancements where users can upload their profile pic as they do in any other social networking website. New Stuff:  Using LinkedIn widgets on Sage CRM screens Here is how… Read More »

User specific data on Interactive dashboards

Interactive dashboards add up to overall look and feel through which data is rendered to management users. Dashboards help review team’s performance over the time. However some users may want specific dashboards like Leads that are assigned to them only. Yes this is similar to Leads pipeline however I may want to keep tab on… Read More »