Sage CRM

Understand that List Gadget in Interactive Dashboard only allow String filter and territory is stored as int in database. Is there any workaround to allow List gadget to be filter with territory?

Help! I installed Sage CRM 2020 R2 on my laptop to use as a development sandbox. When I open Sage CRM, it opens to the dashboard tab and displays the following error... Any idea why I might be getting this error? Any assistance would be greatly…

Highly appreciated community, The customer has switched from http to https. The certificate was created correctly and integrated in the IIS. Internal access via http and https works without restrictions, dashboard included, but with the exception of…

I am having an issue where a text field is not available as a filter on q widget, specifically oppo_description, has anyone seen this before? Thanks, Anthony

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…

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

Hello, Just wondering if anyone has run into this issue and have a resolution. The dashboard work fine when you run Sage CRM from within the network. Once you access it from the outside, you get the dreaded "Dashboard is not working. Please contact…

Hi Is it possible to create a Dashboard Gadget that displays the team calendar? Thanks, Sara

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…

We just installed the new version of SAGE CRM 2017 R3. Working with the latest version of Sage 100 2017. We can open the CRM from a browser. But we can not open it with the Launch Sage CRM button that is on the SAGE 100 2017 home bar. That creates a bunch…

Hello, currently we are working on building a custom gadget for one of our customers to help him process incoming emails inside the crm. The gadget we are working on alows a user to preview the incoming emails and assign them to a team and user. …

Hello, Issue about "Date\Time" field inside the Dashboard. The time in dashboard different the time in summary screen. Example: Date/Time in the dashboard is : 11/03/2017 9:00 AM in the summary screen is : 11/03/2017 11:00 AM. Notice: The Time…

Hi, I created a report based on Opportunity entity, and then make it available for Interactive Dashboard. The column with numerical value is aligned to right on the report. This same report is available for a dashboard gadget, however, the numerical…

Per the page linked below "Data sources from cross-tabular or historical type reports are not included in List or Chart gadget report data sources". My interpretation of this is that a report for the dashboard must draw from a System View, not from a…

Hi We have recently upgraded to 7.3 and using the 'Sage' theme but the blue font in lists and classic dashboard is not liked by users. We would like to changed to navy and have looked in the style sheet but unsure what section of the css file to amend…

I am unable to view my team's schedule in Team CRM for the current week. When I go back one week or farther I can see the scheduled appointments but not for the current week. But when I am viewing schedule in All Teams I can see the current scheduled…

Good afternoon, I was wondering whether it was possible to have a field which displays the length of time a case has been at a certain stage? Unless there is a way to pull through the information from the tracking tab? The end result would be to get…

I'm simply trying to show Saved Search results in gadgets for custom dashboards for our sales group. The data I'm pulling into the gadget is based on Communication Entity. The saved search works fine, and the gadgets used to populate results. Now I get…

Hello, i've got a simple question. After you choose a - f.e. - Company from an advanced search field (like in any communication) there's always their full phone number under the text field. How can i change data is shown when i select a company…

I am trying to assign interactive dashboards to users within the system and am having trouble visibly showing the data unless the User has unresticted access to all company teams. When a user trys to access the dashboard is advises there is an error…

Just upgraded from CRM 7.2 to CRM 7.3 SP1.1, integrated with Sage 100 Advanced ERP2016. Dashboard templates created in prior version worked fine, until I tried to add a gadget. All use the Flexible Layout and most consisted of two or even three rows of…

We have developed an Interactive Dashboard to show a variety of information that is driven by the user selection of a customer. One of the gadgets shows a list of Future Commodity prices by Customer Address. We have a custom asp page that shows…

We have two interactive dashboard gadgets created in list view which shows sales orders and quotes. Once viewing the results in the gadget, one of the filter options is 'status'. We'd like to view 'Active' orders and quotes. but, filtering on 'active…

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…