Sage CRM Community

Title	Date	Downloads
Setting up and Supporting Campaign Management Jeff Richards This session will explain how the different default campaign actions fit into a custom designed marketing... Posted to: Reporting and Marketing Administration	24 Feb 2021 by Jeff Richards	404
How to create a view and use that in an Interactive Dashboard Jeff Richards This session will explain how to create new views that can be then used as the underlying data source... Posted to: Reporting and Marketing Administration	24 Feb 2021 by Jeff Richards	220
Creating and Editing Views Jeff Richards This topic is designed to help the new Reporting and Marketing Administration. It is part of a series... Posted to: Reporting and Marketing Administration	30 Nov 2018 by Jeff Richards	317
Controlling Access to Report Categories Jeff Richards This topic is designed to help the new Reporting and Marketing Administration. It is part of a series... Posted to: Reporting and Marketing Administration	30 Nov 2018 by Jeff Richards	460
Designing a List Report Jeff Richards This topic is designed to help the new Reporting and Marketing Administration. It is part of a series... Posted to: Reporting and Marketing Administration	30 Nov 2018 by Jeff Richards	361
Designing a Cross Tab Report Jeff Richards This topic is designed to help the new Reporting and Marketing Administration. It is part of a series... Posted to: Reporting and Marketing Administration	30 Nov 2018 by Jeff Richards	465
Designing a Historical Report Jeff Richards This topic is designed to help the new Reporting and Marketing Administration. It is part of a series... Posted to: Reporting and Marketing Administration	30 Nov 2018 by Jeff Richards	389
Including a Chart in Report Jeff Richards This topic is designed to help the new Reporting and Marketing Administration. It is part of a series... Posted to: Reporting and Marketing Administration	30 Nov 2018 by Jeff Richards	377
Editing Report Styles Jeff Richards This topic is designed to help the new Reporting and Marketing Administration. It is part of a series... Posted to: Reporting and Marketing Administration	30 Nov 2018 by Jeff Richards	306
Editing Summary Reports Jeff Richards This topic is designed to help the new Reporting and Marketing Administration. It is part of a series... Posted to: Reporting and Marketing Administration	30 Nov 2018 by Jeff Richards	514
Key Attribute Data: Using Data in a Report or a Group Jeff Richards This topic is designed to help the new Reporting and Marketing Administration. It is part of a series... Posted to: Reporting and Marketing Administration	30 Nov 2018 by Jeff Richards	320
Key Attribute Data: Create a Parent Category Jeff Richards This topic is designed to help the new Reporting and Marketing Administration. It is part of a series... Posted to: Reporting and Marketing Administration	30 Nov 2018 by Jeff Richards	404
Key Attribute Data: Create a Single Instance Category Jeff Richards This topic is designed to help the new Reporting and Marketing Administration. It is part of a series... Posted to: Reporting and Marketing Administration	30 Nov 2018 by Jeff Richards	373
Key Attribute Data: Create a Multiple Instance Category Jeff Richards This topic is designed to help the new Reporting and Marketing Administration. It is part of a series... Posted to: Reporting and Marketing Administration	30 Nov 2018 by Jeff Richards	330
Key Attribute Data: Adding a General Category to a Tab menu Jeff Richards This topic is designed to help the new Reporting and Marketing Administration. It is part of a series... Posted to: Reporting and Marketing Administration	30 Nov 2018 by Jeff Richards	350
Campaign Activities: External Mail Merge and Telesales Jeff Richards This topic is designed to help the new Reporting and Marketing Administration. It is part of a series... Posted to: Reporting and Marketing Administration	30 Nov 2018 by Jeff Richards	355
Campaign Activities: Internal Mail Merge and Telesales Jeff Richards This topic is designed to help the new Reporting and Marketing Administration. It is part of a series... Posted to: Reporting and Marketing Administration	30 Nov 2018 by Jeff Richards	326
Working with MailChimp and Sage CRM Jeff Richards This topic is designed to help the new Reporting and Marketing Administration. It is part of a series... Posted to: Reporting and Marketing Administration	30 Nov 2018 by Jeff Richards	351
Integrating MailChimp and Sage CRM Jeff Richards This topic is designed to help the new Reporting and Marketing Administration. It is part of a series... Posted to: Reporting and Marketing Administration	30 Nov 2018 by Jeff Richards	360

Setting up and Supporting Campaign Management

Jeff Richards

This session will explain how the different default campaign actions fit into a custom designed marketing...

Posted to: Reporting and Marketing Administration

24 Feb 2021 by Jeff Richards

404

How to create a view and use that in an Interactive Dashboard

Jeff Richards

This session will explain how to create new views that can be then used as the underlying data source...

Posted to: Reporting and Marketing Administration

24 Feb 2021 by Jeff Richards

220

Creating and Editing Views

Jeff Richards

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...

Posted to: Reporting and Marketing Administration

30 Nov 2018 by Jeff Richards

317

Controlling Access to Report Categories

Jeff Richards

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...

Posted to: Reporting and Marketing Administration

30 Nov 2018 by Jeff Richards

460

Designing a List Report

Jeff Richards

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...

Posted to: Reporting and Marketing Administration

30 Nov 2018 by Jeff Richards

361

Designing a Cross Tab Report

Jeff Richards

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...

Posted to: Reporting and Marketing Administration

30 Nov 2018 by Jeff Richards

465

Designing a Historical Report

Jeff Richards

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...

Posted to: Reporting and Marketing Administration

30 Nov 2018 by Jeff Richards

389

Including a Chart in Report

Jeff Richards

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...

Posted to: Reporting and Marketing Administration

30 Nov 2018 by Jeff Richards

377

Editing Report Styles

Jeff Richards

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...

Posted to: Reporting and Marketing Administration

30 Nov 2018 by Jeff Richards

306

Editing Summary Reports

Jeff Richards

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...

Posted to: Reporting and Marketing Administration

30 Nov 2018 by Jeff Richards

514

Key Attribute Data: Using Data in a Report or a Group

Jeff Richards

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...

Posted to: Reporting and Marketing Administration

30 Nov 2018 by Jeff Richards

320

Key Attribute Data: Create a Parent Category

Jeff Richards

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...

Posted to: Reporting and Marketing Administration

30 Nov 2018 by Jeff Richards

404

Key Attribute Data: Create a Single Instance Category

Jeff Richards

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...

Posted to: Reporting and Marketing Administration

30 Nov 2018 by Jeff Richards

373

Key Attribute Data: Create a Multiple Instance Category

Jeff Richards

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...

Posted to: Reporting and Marketing Administration

30 Nov 2018 by Jeff Richards

330

Key Attribute Data: Adding a General Category to a Tab menu

Jeff Richards

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...

Posted to: Reporting and Marketing Administration

30 Nov 2018 by Jeff Richards

350

Campaign Activities: External Mail Merge and Telesales

Jeff Richards

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...

Posted to: Reporting and Marketing Administration

30 Nov 2018 by Jeff Richards

355

Campaign Activities: Internal Mail Merge and Telesales

Jeff Richards

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...

Posted to: Reporting and Marketing Administration

30 Nov 2018 by Jeff Richards

326

Working with MailChimp and Sage CRM

Jeff Richards

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...

Posted to: Reporting and Marketing Administration

30 Nov 2018 by Jeff Richards

351

Integrating MailChimp and Sage CRM

Jeff Richards

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...

Posted to: Reporting and Marketing Administration

30 Nov 2018 by Jeff Richards

360