Welcome to the Sage CRM Support Group on Community Hub! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
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. …
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…
Hi!
I am fairly new to Sage CRM and am creating dashboards for use
with my sales team.
In the CRM I am used to, I am able to create a dashboard and indicate
who has access to it. I am not seeing this in Sage, although it is probably
obvious…
