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  • Excel export has hidden columns

    Using Sage CRM 2023 R2 reports are now exporting 'blank' if exported to XLSX. All of the data is in hidden columns. Any ideas?

  • Creating Interactive Dashboard List Gadgets for Custom Entities

    List Gadgets derive their data from 4 different types of data source Saved Searches Advanced Finds Reports Groups When a custom entity is added to Sage CRM using the Advanced Customization Wizard (Entity Wizard) only the table is created…

  • Gadget Data Sources

    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…

  • Dashboards

    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…

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