{"id":7144,"date":"2014-02-24T08:12:14","date_gmt":"2014-02-24T08:12:14","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=7144"},"modified":"2014-02-24T08:12:14","modified_gmt":"2014-02-24T08:12:14","slug":"interactive-dashboards-to-help-day-to-day-crm-tasks","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/24\/interactive-dashboards-to-help-day-to-day-crm-tasks\/","title":{"rendered":"Interactive Dashboards to help day to day CRM tasks"},"content":{"rendered":"

Interactive Dashboard encompasses n number of features that make the life of CRM users very easy by catering information to them in a very presentable and business friendly format. In this blog we will discuss how one can enable the functionality of Sending E-mail, Creating Task and Appointment from Sage CRM Interactive dashboards.
\nCRM Solution for Sage 500 <\/strong>:<\/span> \u00a0<\/span>GUMU Sage CRM – Sage 500 ERP Realtime\u00a0Integration
\n<\/a>Consider you have displayed Company Information in Sage CRM dashboard by following steps mentioned in the previous blog to create a dashboard.<\/span>
\nhttps:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/15\/get-key-metrics-right-on-your-interactive-dashboard-using-saved-search\/<\/a>
\nWhile creating the List gadget you will observe the below screen:<\/span>
\n\"Img1\"<\/a>
\nOur Other Blogs:<\/b><\/em><\/span>\u00a0<\/strong>Sage\u00a0ERP X3<\/strong><\/a>\u00a0|\u00a0<\/strong>Sage 300 ERP<\/strong><\/a>\u00a0|\u00a0<\/strong>Salesforce.com<\/strong><\/a>
\nLet\u2019s see the effect of setting these options one by one in the Drill Down field.
\n1) Drill Down = Go To Summary Screen
\n<\/b>When you set \u2018Go To\u2019 Summary screen, gadget will display an icon in first column as shown below:\"Img2\"<\/a>
\nThese options will simply take you to the Summary of that particular company.
\n\"Img3\"<\/a>
\n2) Drill Down = LinkedIn Search
\n<\/b>This option will search for the LinkedIn profile of the selected company in a new window.
\n3) Drill Down = New Email
\n<\/b>When you set the New Email action, the gadget will have Email icon in the first column. \u00a0(Refer below screenshot)
\n\"Img4\"<\/a>
\nBy clicking on any mail icon, Sage CRM Email editor will pop up enabling the user to send mails. The customer email address also gets auto populated in the \u2018To\u2019 field. \u00a0(Refer below screenshot).
\n\"Img5\"<\/a>
\n4) Drill Down = New Appointment
\n<\/b>New appointments set will be shown in the first column (Refer below screenshot) when the option of \u2018New Appointment\u2019 is selected from the Drill Down tab.
\n\"Img6\"<\/a>
\nBy clicking of a button, New Appointment screen auto populates with Company and its Primary person in the respective fields. Refer below screenshot.
\n\"Img7\"<\/a>
\n5) Drill Down = New Task
\n<\/b>Similarly, when New Task action is selected in the Drill Down option, the Task icon will be shown in the gadget list.
\n\"Img8\"<\/a>
\nClicking on this icon, you will be navigated to New Task screen as shown below.
\n\"Img9\"<\/a>
\nThis is an easy and effective way to customize dashboard gadgets. One can easily set Default Actions to open screens and create communications.
\nOther Dashboard Related Posts:<\/strong>
\n1)\u00a0Create Linked Gadgets to get related information on CRM Dashboard<\/a>
\n2)\u00a0Market Trend Right On Your Dashboard<\/a>
\n3)\u00a0Sales Funnel on Dashboard Sage CRM 7.2<\/a>
\n4)\u00a0Handling Blog feeds in Sage CRM<\/a>
\n5)\u00a0Progressing workflows through Interactive Dashboard<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Interactive Dashboard encompasses n number of features that make the life of CRM users very easy by catering information to them in a very presentable and business friendly format. In this blog we will discuss how one can enable the functionality of Sending E-mail, Creating Task and Appointment from Sage CRM Interactive dashboards. CRM Solution\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":[27,70,83,99,193,332,336,337,396],"tags":[564,833,907,1042,1439,2010,2030,2031,2033,2414],"class_list":["post-7144","post","type-post","status-publish","format-standard","hentry","category-appointent","category-communication","category-crm72","category-dashboard-sage-crm","category-interactive-dashboard-sage-crm","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-task-sage-crm","tag-appointment","tag-crm7-0","tag-dashboard","tag-email","tag-interactive","tag-sage-crm","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-sage-crm-7-2","tag-task"],"yoast_head":"\nInteractive Dashboards to help day to day CRM tasks - 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\/24\/interactive-dashboards-to-help-day-to-day-crm-tasks\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Interactive Dashboards to help day to day CRM tasks - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Interactive Dashboard encompasses n number of features that make the life of CRM users very easy by catering information to them in a very presentable and business friendly format. 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