Sage CRM Community

Title	Date	Downloads
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	529
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	484
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	659
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	462
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	610
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	625
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	539
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	459
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	717
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	555
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	529
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	538
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	521
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	502
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	606
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	560
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	493
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	600
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	501

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

529

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

484

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

659

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

462

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

610

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

625

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

539

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

459

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

717

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

555

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

529

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

538

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

521

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

502

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

606

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

560

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

493

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

600

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

501