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Blog Post:
custom_reports settings and Summary Reports
Jeff Richards
The information included here maybe useful for those people wanting to add features such as automatic definition of reports, or cloning of reports and dynamic groups and editing of summary reports, etc. Please read first a previous article " Reports, Saved Searches and Groups ". There...
on
16 Mar 2009
Blog Post:
Can I create new Summary Reports in Sage CRM?
Jeff Richards
Summary reports, which show a quick overview of account information, are available from the Summary tabs of: Companies People Opportunities Cases A summary report is made up of two customizable areas: Header content - summary information from the current entity. For example, click on the Summary Report...
on
17 Feb 2009