SData is a Sage standard that is used across several of Sage's products. It is a form of web service based on RESTful principles (Representational state transfer).
SData was developed by Sage to enable our desktop, web-based and server software to communicate…
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…
If a user is an Info Manager or a System Administrator, then they can create Library Gadgets. This means if they have a brilliant idea that can be displayed as an SData, Chart or List gadget then they can build that gadget in such a way as to allow other…
In the screen shot below you can see that I have a gadget that allows me to see which users are currently logged on into Sage CRM.
This is an example of an SData gadget. It's based on a simple view that a System Administrator can create.
SData gadgets…
The Default Action is a handy feature on the dashboard for creating shortcuts for functions that you might frequently use. Once your gadget is created, you can easily change the Default Action to another one by clicking on the Edit icon on your gadget…
If you're starting out with Sage CRM or have been using it for a short while but feel there's more you could be doing with it, then, this is the blog for you. In this series of blog articles, I'm going to share my experiences of learning Sage CRM, the…
Hi,
I have built 2 gadgets from a view that pulls information from Sage 300 OE invoices.
Now I have been told that we cannot filter or sort by fields that have aliases. So the data in my gadgets is all over the place. When will this be fixed?
…
I've created cross-database views (Connected Tables) and actually created new Views on Primary Entities (cross database). Then I've used this to create Reports, and corresponding Gadgets.
The issue now is that I'm trying to link some of these gadgets…
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,
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. …
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…
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 all,
I have created a series of Reports, all of which have Saved Searches to allow the data to be viewed on the basis of current Month, Quarter and Year. I would like to use these Saved Searches in Chart gadgets on Dashboards so as to create corresponding…
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 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…
Hello Everyone,
1. how can we create list of recipients for E-Marketing Campaign?
2. how to create Email Templates and import them into SAGE?
3. what is Implement personalization and Tracking?
4. how to Send an email Blast?
5. Generate Non-Customer…
