{"id":6895,"date":"2014-02-15T14:13:40","date_gmt":"2014-02-15T14:13:40","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=6895"},"modified":"2014-02-15T14:13:40","modified_gmt":"2014-02-15T14:13:40","slug":"create-linked-gadgets-to-get-related-information-on-crm-dashboard","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/15\/create-linked-gadgets-to-get-related-information-on-crm-dashboard\/","title":{"rendered":"Create Linked Gadgets to get related information on CRM Dashboard"},"content":{"rendered":"

Dashboard is a visual representation that gives executives a quick and an easy way to view their company\u2019s performance and an overall view of business.\u00a0 Customization, drill-down to details, visibility of trends and data freshness.<\/p>\n

Greytrix and Sage ERP\/CRM<\/span><\/a>
\n The perfect combination for clients across various industries in India<\/span><\/a><\/p>\n

In this post we will be explaining how to create linked gadgets to display communications linked with the company you select.
\ni.e. We will be creating 2 Gadgets.
\n<\/span>1) To display all companies of Sage CRM in one gadget.
\n2) Related Communications of selected company in first gadget.
\nHere are the steps that you need to create Linked Gadgets.
\nTo display list of all companies and list of all communications, you can easily achieve by creating a dashboard using Saved Search. We had discussed this in our last post<\/a>.<\/span>
\nBoth the Gadgets will be shown on your dashboard as shown below.
\n\"SD_10\"<\/a>
\n<\/b>To Link the gadgets, you need to follow the below mentioned steps.
\n<\/span>1) Click on the Links button of \u2018All companies\u2019 dashboard.
\n\"SD_11\"<\/a>
\n2) Gadget linking screen will get displayed as shown below.<\/span>
\n\"SD_12\"<\/a>
\nYou will observe \u2018All Companies\u2019 is already selected in one of the panels. You need to select \u2018sends data to\u2019 and \u2018Communications\u2019 gadget in the other block.<\/span>
\n3) Select the Company (Company Id from the Select Data to Link) block. You will get same Company (Company Id) field in another block. Click on OK<\/b> button.
\n\"SD_13\"<\/a>
\n4) Once this is done, you can select the company from one Gadget to get the related communications in the other Gadget.
\n\"SD_14\"<\/a>
\nIsn’t this an effective way to link and track your activities regularly?<\/span>
\nOther Dashboard Related Posts:<\/strong><\/span>
\n1)\u00a0Market Trend Right On Your Dashboard<\/a>
\n2)\u00a0Main Menu Items Gadget On Interactive Dashboard<\/a>
\n3)\u00a0Show Chart Block On Classic Dashboard<\/a>
\n4)\u00a0Sales Funnel on Dashboard Sage CRM 7.2<\/a>
\n5)\u00a0Handling Blog feeds in Sage CRM<\/a>
\n6)\u00a0Progressing workflows through Interactive Dashboard<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Dashboard is a visual representation that gives executives a quick and an easy way to view their company\u2019s performance and an overall view of business.\u00a0 Customization, drill-down to details, visibility of trends and data freshness. Greytrix and Sage ERP\/CRM The perfect combination for clients across various industries in India In this post we will be\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[83,99,167,193,217,332,1],"tags":[833,907,1439,1526,2030,2031,2033],"class_list":["post-6895","post","type-post","status-publish","format-standard","hentry","category-crm72","category-dashboard-sage-crm","category-gadgets","category-interactive-dashboard-sage-crm","category-linked","category-sage-crm","category-uncategorized","tag-crm7-0","tag-dashboard","tag-interactive","tag-linked-gadgets","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-sage-crm-7-2"],"yoast_head":"\nCreate Linked Gadgets to get related information on CRM 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\/2014\/02\/15\/create-linked-gadgets-to-get-related-information-on-crm-dashboard\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create Linked Gadgets to get related information on CRM Dashboard - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Dashboard is a visual representation that gives executives a quick and an easy way to view their company\u2019s performance and an overall view of business.\u00a0 Customization, drill-down to details, visibility of trends and data freshness. 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