In my previous blog I explained how dashboard gadgets help us to summarized data from different entities at one place and how we can assign a gadget template on the basis of teams. Recently one of our client came up with requirement to add User and Team filter on gadgets. New Stuff: Sage CRM 2020… Read More »
In our previous blog we explained how to add user filter on dashboard gadgets. In this blog we will see how to add teams filter. The steps to add team filter are same as that to add user filter, only few changes in views needs to be done. New Stuff: Sage CRM 2020 R1: Extended… Read More »
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 »
Interactive Dashboards is the powerful feature provided by Sage CRM which is used to represent data in a collective manner. In our earlier, we have explained how Interactive Dashboards are built using SQL Views, SDATA List, ASP Pages etc. Refer related blogs section for more details on it. New Stuff: O/E Inquiry and A/R Inquiry… Read More »
Sage CRM Interactive Dashboard is on of the great feature. Where in you can see all data on same page. But creating Dashboard is very time consuming process. To overcome this we can Clone Interactive Dashboard feature of Sage CRM. In this blog we are going to explain you how to create the Interactive Dashboard… Read More »
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… Read More »
Interactive Dashboard feature of Sage CRM 7.3 is one of the most powerful and useful feature designed yet by Sage. Variety of gadgets, lists, charts are easily available and by configuring them together we can build various reports based on our need. One more useful thing is you can control it’s CSS as well in… Read More »
Sage CRM has an inbuilt Interactive Dashboard which is used to display Sage CRM data. Sage CRM User can view Reports and Charts with Gadget Name. In this blog, we will explain how we can remove Gadget Name in an Interactive Dashboard. New Stuff: Provision to review MOM details right from the Dashboard Below are the… Read More »