Sage CRM

Just installed Sage CRM 7.3 with Sage 100 2017 5.4.2. We would like to set up some custom gadgets for the Dashboards (Inventory stocks, Open SAles order from Sage 100, Sales history from Sage 100 etc). I am Having trouble setting up Sdata Feed Template…

Hello, Issue about "Date\Time" field inside the Dashboard. The time in dashboard different the time in summary screen. Example: Date/Time in the dashboard is : 11/03/2017 9:00 AM in the summary screen is : 11/03/2017 11:00 AM. Notice: The Time…

Hi, I am looking for some help setting up SLA's that keep count of the number of cases (regardless of the status) that a specific company has within a timeframe. (contract start-contract end). This being said, our clients has SLA agreements that allow…

Just upgraded from CRM 7.2 to CRM 7.3 SP1.1, integrated with Sage 100 Advanced ERP2016. Dashboard templates created in prior version worked fine, until I tried to add a gadget. All use the Flexible Layout and most consisted of two or even three rows of…

Hello, When creating a List Gadget for the Interactive dashboard, the data source could be advanced find or saved searches. For a gadget on a custom entity I only see 4 fields instead of the 20 fields of the table. How can I select the other fields…

Who can tell me how to change the display of the main menu created on the Interactive Dashboard? My custom Main Menu is displayed only vertically, so I can add maximum 4 items without scrolling the dashboard a lot. I am using sagecrm 7.3 sp1. I…

We created a custom entity "Job" with several user fields for various roles. The client wants a list gadget that displays a list of the custom entities when the current user is in any of the roles for the Job (My Jobs). I could set up a report if the…

Hey, Can I hide Gadget Header Icons for the end users in CRM 7.3 ?

We recently moved from Server 2008 to Server 2012 (now running Sage CRM 7.2b. When I create a new Gadget using the Main Menu Item I get the following error: An error occurred when attempting to load CRM Actions. Please contact your System Administrator…

Hello Everyone, I have come across one issue where in Opportunity, Customer and End User both fields are linked with Company entity just differentiated by Type. I have created view to create reports and uses same report for Dashboard also. Now the problem…