Sage CRM

Sage CRM 2017 : Interactive dashboard not show graph on google chrome but working on IE 11. What i have to set up on chrome ?

The Control Center, the calendar and the quick search function only work directly on the CRM server of a customer system that has been set up anew. At all clients these functions are disturbed / not available. What could be the reason? The logfiles show…

I seem to have click-happy employees who accidentally click 'Promote to Order" rather than "View/Edit. This has happened several times, which instantly results in the quote changing to an order with no opportunity to recant the click. I would most prefer…

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…

We are running version 7.3.0.1 on premises, Windows Server 2012 R2. We I create new reports that are not available to select as list gadgets for Interactive Dashboards until after the server CRM is installed in is rebooted. Metadata refresh and IIS…

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…

I am unable to view my team's schedule in Team CRM for the current week. When I go back one week or farther I can see the scheduled appointments but not for the current week. But when I am viewing schedule in All Teams I can see the current scheduled…

On a dashboard, I have a list of open cases, does anybody know whether it is possible to document drop something to the case whilst on the dashboard? or would it be a case of just clicking into the case and then doc dropping in that way? Thanks.