Sage CRM

Hi All Is it just me, but in my demo system and customer's system (only two I have put CRM 2023 R1.1 in) all dashboard gadgets that used to have a mini filter at the top of them, no longer have the ability to filter

Hey everyone, We do have many dashboards with different reports telling us what to do next, which are missed deadlines and what my daily performance is. Now I'm wondering if there is a way to change the background color of a field or line based on…

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Sage CRM 2017 : Interactive dashboard not show graph on google chrome but working on IE 11. What i have to set up on chrome ?

Hi. I was wondering how do I get the Recently Viewed Companies to appear in the interactive dashboard? I have it appearing in the Classic dashboard but would love to see it on the interactive side. Let me know. Thanks, Steph

I have a report. It joins two tables. The output will only require 1 field from the second table which is a companyid. The SQL is: select distinct xreq_RequisitionID, xreq_UserId, xreq_Name, item_vendor from vRequisition join vItems on xreq_RequisitionID…

Just installed Sage CRM 7.3 with Sage 100 2017 5.4.2. We would like to set up some custom gadgets for the Dashboards (Inventory stocks, Open SAles order from Sage 100, Sales history from Sage 100 etc). I am Having trouble setting up Sdata Feed Template…

I created a saved search that has a Currency field. The search works fine in the search screen. When I add the search to a list gadget, or a Summary gadget, it generates an error. If I remove the Currency field, the gadget is fine. In the logs, I…

Hello together, we have a escalation rule, which remindes us, when the date of an oppertunity is approaching. It is shown in the upper field by the bell then. There we have the opinion to Close it or to remind us again. When somebody closes it by…

Hi Everyone, SageCRM_2017R1_ReleaseNotes_EN Document released has stated that 0-167952-QA - Interactive Dashboard - Search select advanced (SSA) fields were not available on gadgets based on custom entities. This issue is fixed. But, this issue…

I'm trying to Create a New Dashboard for some on our marketing team. I have created some reports views that they had requested and I am trying to get them into a gadget. However when I select the entity in which the view resides, I don't see the view…

Does anyone know how to increase the max memory usage allowable for CRM Tomcat? I have users complaining of slower performance on the dashboards and I think it might do better if Tomcat was allowed to use more of the Server's memory. Any help would be…

Back to my pet hate of CRM. Dashboards. Am I the only person that seems to find the whole creation and deployment of them convoluted, confusing and just downright weird? New projects come on board and the people driving it always seem to be managers and…

Good Day, everyone! I created an interactive dashboard and, on my screen, the top row gadgets (with charts) show perfectly. When I have others test it, the first gadget shows with chart but the next two only have a list. Any wisdom on the easy…

Hi, i am install sage crm 7.1 SP2 and integrate it with Accpac 300 ERP 2012 Every thing is ok but i have problem when go to company and try to make new order or new Quotes the below error happen Please any idea to help ???

Hi How can i do this in .net SDK i try but not work

Sage V71. I get Interactive dashboard error - Funtionality not available, please consult your systemadminstrator when I try to go to My dashboard. This independent of the user who is logged in. Under admin when I try to go to the standard / classic…

Hi, We are using interactive dashboards in Sage CRM 7.1 SP2. Since one profile of the users has been assigned to our external clients (business partners), I wanted to create as "lean" dashboard template for them as possible. I managed to create a…