Sage CRM

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

Hello Everyone, Is there any way to transfer or copy Interactive Dashboards ? Usually we develop and customize the CRM in Test Environment and then we transfer it to Live Environment. Is there any way to copy customized Interactive Dashboards to Live…

Hi, I am a new Sage CRM user...looking to implement inhouse as a partner. Post installation the dashboard gives the error as above. Also during test uploads, Tomcat error shows up while trying to move to step 2. I've checked similar queries in…

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…

We are VERY new subscribers to SAGE CRM CLOUD. How do get the application to open to the INTERACTIVE DASHBOARD? When "MY CRM" opens, it shows me the introduction for CLASSIC DASHBOARD. How do I switch that back to INTERACTIVE DASHBOARD? Thanks…

Hi. Firstly, I would like to say that although there are many similar posts in this community, but I have didn't found solution for my issue there. One of our clients uses Sage CRM 7.1h and recently started to use Interactive Dashboard instead of…

Our company needs to report on forecasting by client rather than by sage crm user. Does anyone have ideas on how we could go about this as we have been told that we would need to look at customization, which comes at a cost? We have about 12 blue chip…

I created adashboard gadget that is a HTML page displaying Sage100 information. What i would like to do it have the HTML page redirect based on the current user that is logged into CRM. Is it possible for me to extract what the login is of the current…

Hey guys I have a problem with the SAGE CRM Interactive Dashboard when you first bring up CRM in the browser. The height of the dashboard is limited to about 100 pixels. If I refresh or change the size of my browser, it pops back to filling the page…

Hello, I have a problem after update to 7.1 SP2 from 7.1 SP1. In the interactive dashboard, don't work the links, for example: i have a list of communications, when i click over the icon from go to comuunication resume, and error occur. In the server…

Hello guys, Have you seen it where the dashboard runs fine internally (using the internal address) but gives you the error "dashboard has experienced a problem" when you run CRM externally - using an external IP address with a port number? Thank…

I've looked and looked and cannot find the screen/list where I can add/remove columns for the My Cases in Progress Classic Dashboard. Anyone know where I can change the columns for this dashboard or is there a place to change it? I do know that it uses…

Partner Account Manager of an extremely exciting, cutting edge cloud services software company. SYNETY CloudCall enhances your existing Cloud Services by integrating voice communications. SYNETY provides CloudCall Partners and their customers fantastic…

Hi, 1. We want to view in a Dashboard the Opportunities assigned to Users who report to a Logged in User , is this doable ? 2. Though preferably we want to do above, if not then can we view in the Dashboards all Opps in Territories for which a User…