Tag Archives: dashboard

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 »

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 »

Display Logged in Users List in Sage CRM Dashboard

In earlier posts, we had explained how Interactive Dashboards can be used within Sage CRM and perform daily tasks in well-organized manner. New Stuff: Restrict Inactive Companies & Contacts when Adding a New Case Suppose System Administrator wants to perform certain activity in Sage CRM without disturbing any users. Then he can view how many… Read More »

Restrict Web Sites in Sage CRM Dashboard Website Gadget

Every Oraganization has their own rules and regulations or we can say Organization policy which must be followed by their employees. For Example, Lets say according to the Organization rules and regulations or Policy, Organization employee should not be able to access any unwanted website in Sage CRM. Sage CRM Dashboard Gadgets allows to configure… Read More »

Error exporting reports to excel in CRM part 4

As you know we have been writing blogs on issues being faced while extracting reports data in excel and issues related to Dashboards not working. You can go through the links added below for your reference. Related Stuff: Error exporting reports to excel in CRM part 3 Even in today’s blog, we will be discussing… Read More »

Actual vs Target Meter Dashboard Year wise

Reporting is the most essential part of any organization which improves business intelligence, decision making and knowledge management. When it comes to reporting mechanism of Sage CRM, I will say it is one of the best reporting tool. The latest version 7.3 of Sage CRM has bring lot of new dashboards and inbuilt reports which… Read More »