Tag Archives: dashboard

How to create gadget in Sage CRM to view Sage 100 AR OpenInvoices using SData-Part 3

In our previous blog series, we discussed about installing and configuring Sage 100 SData. In this blog, we will discuss about creating a gadget in Sage CRM which will display Sage 100 AR invoices from Sage 100 in Sage CRM using SData. New Stuff: Displaying quantity on hand information in Sage CRM in GUMU for Sage CRM… 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 »

Meaning and Usage of “#” symbol in Sage CRM

Hi Folks! In standard CRM escalation conditions you must have seen “#” symbol used to get certain values on run time. Through this article I would be explaining you in detail about the usage of “#” symbol. New Stuff: How to bind Custom List in Dot net using Select SQL The #Codes are a set of… 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 »

Remove Toolbox from Gadgets in Interactive Dashboard

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 »

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 »