Assign Archives - Sage CRM – Tips, Tricks and Components

How to add Team filter on dashboard’s gadgets.

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 »

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 »