Sage CRM – Tips, Tricks and Components
In our earlier blog, we have explained how to Construct Saved Searches using from Search Screens in Sage CRM. In this blog, we will explain how to construct complex saved searches using Advanced Find feature. New Stuff: O/E Inquiry and A/R Inquiry tabs in Sage CRM 2018 R3 – Sage 300 2019 Integration To create Complex… Read More »
Interactive Dashboards is the powerful feature provided by Sage CRM which is used to represent data in a collective manner. In our earlier, we have explained how Interactive Dashboards are built using SQL Views, SDATA List, ASP Pages etc. Refer related blogs section for more details on it. New Stuff: O/E Inquiry and A/R Inquiry… Read More »
Saved search is a feature in Sage CRM that used for searching record with predefined search criteria’s. It also reduces the time consumption of defining the search criteria every time user logs in into the system. Saved search can be created from Search Screens as well as from Advanced Find screens. New Stuff: Duration column in… Read More »
Sage CRM has an inbuilt Interactive Dashboard which is used to display Sage CRM data. Sage CRM User can view his Tasks, Opportunities through Dashboards. In this blog, we will explain how user can view his ongoing Opportunities in an Interactive Dashboard. New Stuff: How to control Email Forward and Reply Translations Below are the… Read More »
Sage CRM allows us to create simple dashboards for key insight into the business and to track performance. Aggregated data from Sage CRM like databases and spreadsheets can be easily shown on the dashboards with visual representation. In this blog, we would like to explain how to create simple dashboards using Saved Searches. GUMU Sage… Read More »