Tag Archives: Gadget

Sage CRM Dashboard to Show Leads Generated by Source

Sage CRM Dashboard gives a 360-degree view of the data. Sage CRM Users can view data, Report Charts, and can drill down the particular records from Dashboard itself. Dashboards are easy to manage, edit or customize as per your need. Sage CRM has amazing features to create different types of dashboards as per requirements. New… Read More »

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 »

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 »

Provision to review MOM details right from the Dashboard

We’ve all heard the saying “Time is Money.”  This is especially true for Sales and Marketing people where they have constantly been asked to do more in less time. Sage CRM has provided many effective time management features right from the Mass update of data to Bulk Email. New Stuff: Company Notes Tab in Sage CRM Keeping… 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 »

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 »

Customer Dashboard with LinkedIn search

LinkedIn is one of the most popular social networking sites for professionals, having over 100 million members from over 200 countries. LinkedIn is not only helpful for social networking, but also for searching new customers, suppliers, and vendors for your business. In today’s world it has become immensely important to track customer behavior and LinkedIn… Read More »