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  • Controlling the Data Passed to Custom Gadgets in the Interactive Dashboard

    This is the second in a series of articles discussing the creation of Custom Gadgets that can be added to the Interactive Dashboard in Sage CRM. In the article " An Example Custom Gadget for the Interactive Dashboard " I mentioned that data is passed…

  • how to copy value of territory field in summary tab to another tab(case, opportunity, people,....) in company screen

    Dear members, I am writing this post to ask you about how we can copy value of territory field in one tab to another tab in company screen(i.e: company summary scree). I use sage crm version 7.2. In image below describe what I mean: On Company Summary…

  • How can we copy value of territory field from entry or summary screen to other tab in Company Screen?

    Dear members, I am writing this post to ask you about how we can copy value of territory field in one tab to another tab in company screen(i.e: company summary scree). I use sage crm version 7.2. In image below describe what I mean: On Company Summary…

  • An error occurred when attempting to process the Gadget. Please contact your System Administrator.

    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…

  • Report Saved Searches in Chart Gadgets

    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…

*Community Hub is the new name for Sage City