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	476
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	291
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	351
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	517
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	409
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	501
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	434
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	414
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	343
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	549
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	367
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	457
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	422
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	382
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	390
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	399
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	364
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	389
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	404

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

476

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

291

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

351

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

517

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

409

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

501

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

434

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

414

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

343

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

549

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

367

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

457

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

422

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

382

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

390

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

399

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

364

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

389

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

404