• Blog Post: Linking Gadgets on the Interactive Dashboard

    I’m no techie. And to prove it, I volunteered to teach myself various functions in Sage CRM. Having recently joined the Sage CRM team, I’ve been getting familiar with Sage CRM v7. They say it’s easy to use? Well, that’s what I’m here to find out. So, if like me, you’re...
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  • Blog Post: Building an SData Gadget to view current users

    In the screen shot below you can see that I have a gadget that allows me to see which users are currently logged on into Sage CRM. This is an example of an SData gadget. It's based on a simple view that a System Administrator can create. SData gadgets can be built from either a table in...
  • Blog Post: Using A Company Interactive Dashboard to Create a Person Summary Screen

    A customer had the requirement to create a single screen with the basic contact details for the person plus information relating to that person's opportunities, case etc. By creating a Company Dashboard we can drill down into an individual person's details. In the Company Dashboard below I...
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  • Blog Post: The (Even More) Interactive Dashboard - creating a custom third party web site gadget (Google Maps example)

    I’d like to share with you a feature of the Interactive Dashboard in Sage CRM v7.1 that many of you may not be familiar with. The Custom Website Gadget allows you to interact your CRM data with third-party websites. What does this mean I hear you cry! Well the best way to explain is to...
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  • Blog Post: SData gadgets on the Interactive Dashboard

    SData [or Sage Data] is a technology developed by Sage to enable our desktop, web-based and server software to communicate with each other. It therefore provides the basis for Sage to provide integrated business solutions. In a CRM context, SData Feeds can be consumed in a read-only format within...
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  • Blog Post: Info Managers and System Administrators can share Gadgets with colleagues

    If a user is an Info Manager or a System Administrator then they can create Library Gadgets. This means if they have a brilliant idea that can be displayed as an SData, Chart or List gadget then they can build that gadget in such a way as to allow other users to include it in their own Interactive Dashboards...
  • Blog Post: Using an Advanced Find as a Data source for a List Gadget

    Imagine you are a user with no administration rights. Just like 'Peter Johnson' in the demo database. In the demo system this user has the right to see cases, so he can search for them. BUT he can't change the system in any way. Now imagine he needs to find communications that are linked...
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  • Blog Post: Viewing My Leads on the Interactive Dashboard

    The Interactive Dashboard is a great way to display data. There are many gadgets that you can use and one of them is the List gadget. For example, if I were a business owner and wanted to view a snapshot of all my leads that were in progress as soon as I logged into CRM, then I could use the List...
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  • Blog Post: Have you tried using the workflow button on dashboard gadgets?

    One commonly overlooked feature of dashboard gadgets is the workflow button. Perhaps this is our fault, giving it the slightly confusing label of ‘ workflow anchor column’ in the gadget wizard. However this feature allows users to progress leads, opportunities, cases etc, through their...
  • Blog Post: Creating Shortcuts from Your Interactive Dashboard Gadgets

    The Default Action is a handy feature on the dashboard for creating shortcuts for functions that you might frequently use. Once your gadget is created, you can easily change the Default Action to another one by clicking on the Edit icon on your gadget, skipping through the gadget wizard steps...