The Sage CRM Interactive Dashboard is configurable by placing Gadgets on your workspace. Some of these Gadgets can be linked together for dynamic filtering. In this tutorial, we demonstrate this feature by linking Company, Opportunity and Case list gadgets. When linked, selecting a Company on the Company List Gadget filters the other gadgets by the selected company.
Category: Interactive Dashboard
With the release of Sage CRM v7.1, the Interactive Dashboard gained some significant features including Flexible Layouts. In this tutorial we show you how to take advantage of this new feature.
The Interactive Dashboard is comprised of Gadgets that you can configure to present information on your Sage CRM desktop. There are a number of Gadget types to choose from, and in this tutorial, we focus on List Gadgets and show you how to set one up.
The Sage CRM Interactive Dashboard is a customizable and configurable workspace that allows you to control the information that’s presented on your desktop. In this tutorial, we introduce you to the basic Dashboard functionality.