{"id":12847,"date":"2016-05-31T06:27:02","date_gmt":"2016-05-31T06:27:02","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12847"},"modified":"2016-05-31T06:27:02","modified_gmt":"2016-05-31T06:27:02","slug":"cloning-interactive-dashboard","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/cloning-interactive-dashboard\/","title":{"rendered":"Cloning Interactive Dashboard"},"content":{"rendered":"

Sage CRM Interactive Dashboard is on of the great feature. Where in you can see all data on same page. But creating Dashboard is very time consuming process. To overcome this we can Clone Interactive Dashboard feature of Sage CRM. In this blog we are going to explain you how to create the Interactive Dashboard very quickly.
\nNew Stuff:\u00a0<\/em><\/strong><\/span>Enable Pipeline for Cases and Opportunity on Company and Person context<\/a>
\nFor cloning a particular dashboard below steps need to be followed by creator. Once a dashboard is created, just select Template > Dashboard Template.
\nTo Clone Dashboard follow below steps.
\n1)\u00a0Select Template> Dashboard Templates. It will loads all the available dashboards. Refer below screen shot.
\n\"Dashboard<\/a>
\n2)\u00a0Now, select the dashboard that needs to be cloned. Here, we are using Marketing Dashboard<\/strong> for cloning.
\n\"Marketing<\/a>
\n3)\u00a0Once, the Dashboard is selected. Click on Clone button. It will create copy of selected Dashboard. Refer below screenshot.
\n\"Clone<\/a>
\n4)\u00a0Select cloned Dashboard i.e. Copy of Marketing Dashboard<\/strong> and click on Modify button to rename the Dashboard as you want.
\n\"Copy<\/a>
\n5)\u00a0Here, you will have provision by which you can provide dashboard access to specific user. For this, click on Assigned Users tab and select the Assign button.
\n\"Assigned<\/a>
\n6)\u00a0After selecting the Assign button. You will get the list of all users. Select the User and click on Save button.
\n\"Select<\/a>
\n7)\u00a0After selecting the Assign button. You will get the list of all users. Select the User and click on Save button.
\n\"Assigned<\/a>
\n8)\u00a0Log on as Assigned user you will have access to the New cloned Dashboard.
\nHope this information help for restricting dashboard rights to specific users. Write us on crm@greytrix.com<\/a> for more details on any features related to Sage CRM.
\nAbout Us
\n<\/strong>Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
\nGreytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERP\u2019s (Sage X3<\/a>,\u00a0Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>). It also offers best-in-class\u00a0Sage ERP customization and development services<\/a>\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide.\u00a0Greytrix<\/a>\u00a0helps in\u00a0migrating to Sage CRM from ACT<\/a>,\u00a0Goldmine<\/a>\u00a0and other CRM\u2019s.
\nFor more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.
\nAlso Read:<\/span>
\n<\/em><\/strong>1)\u00a0Cloning an Escalation Rule
\n<\/a>2)\u00a0Report Cloning in Sage CRM 7.2
\n<\/a>3)\u00a0Clone Quotes and Orders in Sage CRM
\n<\/a>4)\u00a0Clone Sage 300 Quote functionality from Sage CRM Quotes tab of Opportunity<\/a>
\n <\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM Interactive Dashboard is on of the great feature. Where in you can see all data on same page. But creating Dashboard is very time consuming process. To overcome this we can Clone Interactive Dashboard feature of Sage CRM. In this blog we are going to explain you how to create the Interactive Dashboard\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[78,83,97,98,99,255,284,310,332,336,337,340,342,355,356,357,397,398,399,1],"tags":[1440,2425],"class_list":["post-12847","post","type-post","status-publish","format-standard","hentry","category-control","category-crm72","category-customer","category-customization","category-dashboard-sage-crm","category-my-crm","category-permissions","category-records","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm-guide","category-sage-crm7-3","category-secure","category-security","category-selection","category-team-leader","category-teams","category-template","category-uncategorized","tag-interactive-dashboard","tag-template"],"yoast_head":"\nCloning Interactive Dashboard - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/cloning-interactive-dashboard\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Cloning Interactive Dashboard - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM Interactive Dashboard is on of the great feature. 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