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  • Blog Post: An Example Custom Gadget for the Interactive Dashboard

    This is the first a series of articles. Sage CRM allows customers and partners to create new Custom Gadgets for the Interactive Dashboard. Custom gadgets can be used in the both the My CRM and Company Dashboard context. The sample Gadget shows how to make use of the exposed Interactive Dashboard...
  • 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...
  • Blog Post: If the Interactive Dashboard refuses to work, this could an error in the JDBC configuration

    The Interactive Dashboard and SData features use JDBC to interact with the database If you find that your Interactive Dashboard refuses to work then it may be a problem with the information in the jdbc properties file. Assuming that your install of Sage CRM is called "crm" then ...
  • Blog Post: Security and the SData Gadget and ReadOnly SData provider

    For an introduction to SData REST based web services then please see the article " Accessing SData Provider " Another example of how SData is used in Sage CRM's Interactive Dashboard feature can be found here: " An SData Example – the Sage CRM Interactive Dashboard SData Gadget...
  • Blog Post: How to Set Up RSS feeds from Twitter and YouTube on the Sage CRM Interactive Dashboard

    RSS , or Rich Site Summary, is a nifty way to keep track of information, be it industry trends and topics, or news from your competitors. RSS contents are published as a feed, which is updated automatically. This means you don’t have to go and look for recent information yourself. What some...
  • Blog Post: What Reports have Charts?

    A customer had a requirement to see which reports had charts associated with them so they could consider them as Chart Gadgets in their Interactive Dashboard. It is not immediately clear from the standard report screen which reports might have a Pie chart or HBar associated with them: To allow...
  • Blog Post: Creating a List Gadget to display Twitter Contacts

    This article assumes that you have downloaded and installed the Sage CRM Twitter component for Sage CRM v7.1. This can be obtained from the Marketplace . Below is a Simple List Gadget that displays the Companies for which I have recorded the Twittername. The Twitter component adds several fields...
  • Blog Post: Making an External Table Available as an SData Gadget in the Interactive Dashboard

    Sage CRM has the ability to link to external databases and then allow the System Administrator or Implementor to build screens that look and behave very like system screens. I have written about this before in several articles Linking to 3rd Party Databases Connecting to an External ODBC database...
  • Blog Post: Reports on stored Twitter messages (Tweets)

    Below you can see that my Social Media interactive dashboard has a simple chart showing the number of saved tweets for each of my contacts that I track using the Twitter component. This is a very simple chart but it does demonstrate the point that anything inside the Sage CRM database can be reported...
  • Blog Post: Interactive Dashboard performance can be affected by careless IIS configuration - sanity check every time

    Partners and administrators of end user servers need to know how to avoid some gotchas with the Interactive Dashboard (ID) in the 7.x releases. To help understand how to avoid accidentally affecting the ID performance for the end user, I will outline how it works from a top-level perspective. The...
  • Blog Post: If the Interactive Dashboard refuses to work, this could be a port conflict.

    If another program running on the server has a port conflict with Tomcat it will affect both the Interactive Dashboard and the SData integration with Sage CRM. Errors appearing for SData Provider requests A port conflict for Tomcat would not affect IIS so the main interface for Sage CRM would appear...
  • Blog Post: Creating Groups on Custom Entities in Sage CRM

    I have created a new custom entity called 'Project' using the Advanced Customization Wizard (aka Entity Wizard, Main Entity Wizard). The requirement: The requirement was to be able to use data from the project table in groups used for outbound emails, and within the Interactive Dashboard...
  • Blog Post: Sage CRM and Referential Integrity

    One of the great strengths of Sage CRM is its openness. Its data model is documented and published and available to members of the Developer Program. In some applications relationships between the different entities may be fixed or defined within the database. This is not the case within Sage CRM...
  • Blog Post: What Traditional Context Information is Passed to a Custom Gadget by the Interactive Dashboard?

    Below is an image of a very simple Custom Gadget. The quick answer to the question "What Traditional Context Information is Passed to a Custom Gadget by the Interactive Dashboard?" is nothing! Although the HTML of a Custom Gadget can be produced using an ASP or ASP.NET page, there...
  • Blog Post: Interactive Dashboard URL Blacklist

    The Interactive Dashboard URL Blacklist is a hidden system setting which allows administrators to input a list of banned websites. It specifically relates to the URL/Web Gadget for the Interactive Dashboard. This list can be used to enforce corporate policy, stop the addition of spam sites or to prevent...
  • Blog Post: Creating Interactive Dashboard List Gadgets for Custom Entities

    List Gadgets derive their data from 4 different types of data source Saved Searches Advanced Finds Reports Groups When a custom entity is added to Sage CRM using the Advanced Customization Wizard (Entity Wizard) only the table is created. The default behaviour associated with...
  • Blog Post: Display Google Gadgets on the Interactive Dashboard

    Hi, this is Aisling O'Brien, QA Manager for Sage CRM. In this post I’m going to show you how you can instantly use any of the thousands of publicly available Google Gadgets within Sage CRM's Interactive Dashboard. The whole idea of the Interactive Dashboard is to get Sage CRM users to the...
  • Blog Post: Creating a Simple Custom Gadget

    In this article I am going to explain how to create a simple Custom Gadget for the Interactive Dashboard. The Gadget will show how it can listen to an event in another Interactive Dashboard Gadget, then carry out a task and display the information. The example I will use will be a very simple Gadget...
  • Blog Post: Controlling the Data Passed to Custom Gadgets in the Interactive Dashboard

    This is the second in a series of articles discussing the creation of Custom Gadgets that can be added to the Interactive Dashboard in Sage CRM. In the article " An Example Custom Gadget for the Interactive Dashboard " I mentioned that data is passed to and from Custom Gadgets in JSON format...
  • Blog Post: Creating Groups on External Tables in Sage CRM (E.g. Sage accounting systems)

    The requirement: The requirement was to be able to use data from an external table in a group definition. This will allow data from a Sage accounting system to be used to build groups of Person and Companies that can then be used for outbound emails, and within the Interactive Dashboard as data sources...
  • Blog Post: Pixel Perfect gadget contents with jquery

    I thought I'd share this: so I'm trying to create a custom gadget that displays a map and I want it to resize to fit the size of the gadget in a flexible layout. I needed a method of finding the height and width of the IFrame. It turns out this is very easy to do with some simple jquery. ...
  • 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...
  • 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...
  • 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...
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