Tag Archives: dashboard of Sage CRM

User Filter based on Custom field in Sage CRM

In Sage CRM, dashboard gadgets help us to summarized data from different entities in one place and we can assign a gadget template on the basis of reports. Recently one of our clients came up with a requirement to filter the gadget that should display data on basis of the logged-in user set in the… Read More »

How to add Assigned User filter on dashboard’s gadgets

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 »

Hide/Show dashboard in CRM

It has been an amazing day today as I was aware that it would be one of the shortest topic ever written on any CRM feature. Well, today we will see about how we can hide/show dashboard tab from CRM using one of the below scenarios. New Stuff: Align field data to Right Hand Side on… Read More »