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	593
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	522
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	452
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	650
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	527
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	604
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	616
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	518
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	451
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	707
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	481
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	599
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	547
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	493
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	511
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	520
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	474
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	492
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	527

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

593

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

522

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

452

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

650

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

527

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

604

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

616

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

518

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

451

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

707

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

481

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

599

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

547

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

493

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

511

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

520

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

474

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

492

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

527