{"id":27503,"date":"2023-08-17T12:46:59","date_gmt":"2023-08-17T12:46:59","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=27503"},"modified":"2023-08-22T10:29:20","modified_gmt":"2023-08-22T10:29:20","slug":"expanding-dashboard-visibility-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/17\/expanding-dashboard-visibility-in-sage-crm\/","title":{"rendered":"Expanding GUMU Dashboard Visibility in Sage CRM: A Step-by-Step Guide."},"content":{"rendered":"\n<p>In the realm of business optimization, data flow and customer engagement takes center stage. The GUMU\u2122 Sage 100 CRM integration emerges as a game-changing solution, with its bi-directional connectivity, this integration empowers customer-facing professionals with the flexibility to view accounting data and generate orders directly through the Sage CRM interface. Moreover, this integration ensures that your customer-facing team with access to Sage 100 data within Sage CRM, irrespective of their point of entry. The GUMU\u2122 provides sales and service teams effortless access to essential sales, service, and billing data via user-friendly Sage CRM dashboards.<\/p>\n\n\n\n<p>Are you facing a situation where your Sage CRM dashboard is only accessible to the System Administrator User? Don&#8217;t worry \u2013 we&#8217;ve got you covered! Today in this blog, we&#8217;ll walk you through the process of extending dashboard visibility to all Sage CRM users.<\/p>\n\n\n\n<p>The first step will be to create a Dashboard Template. For that go to the Dashboard Tab within My CRM. Then, click on the Template button and choose the option dashboard templates, as shown in the screenshot below.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/08\/image-23.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/08\/image-23.png\" alt=\"Dashboard\"><\/a><\/center>\n<font size=\"2\"><center><i>First Step<\/i><\/center><\/font>\n\n\n\n<p>On the next screen, you&#8217;ll need to create a new template by cloning the existing user dashboard. This template will serve as the foundation for granting access to all users.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/08\/image-20.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/08\/image-20.png\" alt=\"Dashboard\"><\/a><\/center>\n<font size=\"2\"><center><i>Second Step<\/i><\/center><\/font>\n\n\n\n<p>Once the template is created, it&#8217;s time to make it accessible to a wider user base. You can assign this newly created dashboard template to specific users who should have access to the dashboard by navigating to the Assigned Users tab and clicking on the assign button.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/08\/image-21.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/08\/image-21.png\" alt=\"Dashboard\"><\/a><\/center>\n<font size=\"2\"><center><i>Third Step<\/i><\/center><\/font>\n\n\n\n<p>Now select the users or team who should have access to the dashboard from the list and save the changes.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/08\/image-22.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/08\/image-22.png\" alt=\"Dashboard\"><\/a><\/center>\n<font size=\"2\"><center><i>Final Step<\/i><\/center><\/font>\n\n\n\n<p>Through the implementation of the aforementioned steps, the GUMU\u2122 dashboard has been rendered accessible to a range of users beyond the System Admin user. As always, feel free to reach out if you have any questions or require further assistance.<\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p>Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n<p>Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In the realm of business optimization, data flow and customer engagement takes center stage. The GUMU\u2122 Sage 100 CRM integration emerges as a game-changing solution, with its bi-directional connectivity, this integration empowers customer-facing professionals with the flexibility to view accounting data and generate orders directly through the Sage CRM interface. Moreover, this integration ensures that\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/17\/expanding-dashboard-visibility-in-sage-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4206,192,332,1],"tags":[907,909,4628,4630,4629,1238,1253,1258,1274,1574,1758,1959,2010,4631],"class_list":["post-27503","post","type-post","status-publish","format-standard","hentry","category-gumu-integration","category-integration-sage-crm","category-sage-crm","category-uncategorized","tag-dashboard","tag-dashboard-of-sage-crm","tag-dashboard-permission","tag-dashboard-visibility","tag-expanding-dashboard-visibility-in-sage-crm","tag-gumu","tag-gumu-for-sage-crm-sage-100","tag-gumu-integration","tag-gumu-tips","tag-mas90","tag-permission","tag-sage-100","tag-sage-crm","tag-sage-crm-user-permission"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Expanding GUMU Dashboard Visibility in Sage CRM: A Step-by-Step Guide. - 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\/2023\/08\/17\/expanding-dashboard-visibility-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Expanding GUMU Dashboard Visibility in Sage CRM: A Step-by-Step Guide. - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In the realm of business optimization, data flow and customer engagement takes center stage. 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