• Sage CRM - LinkedIn Integration in 2021

    Hi all, I am investigating a LinkedIn integration with Sage CRM but have so far come up short. LinkedIn's API looks to be extremely strict in terms of granting access and the use case for which the typical integration might be used (finding & linking…
  • Interactive Dashboard Top Five List

    I have a client that would like a widget on their dashboard the lists the top 5 clients by revenue. Compiling the data is one thing, but I don't even think there is a chart/list that would even limit to the top 5, correct? Has anyone else run into this…
  • sdata record summary widget

    I have an sData view I created that combines Company info with the AR_Customer table in Sage100 VIA a linked server. The idea is that a salesperson will have a list of customers to call, and when the highlight a record on the list they can see up to date…
  • Widget Filter Wont Reset

    A customer has pointed out to me that when they apply a 'Filter By' for an dashboard widget the search will not reset to 'none' it stays on the first search. Any ideas why that would be and how to fix? Thanks, Anthony