19th August 2016

Sage CRM Tips – Interactive Dashboards

Administrators of Sage CRM will agree that almost every part of the system is customisable. Many of these customisations can be undertaken by Administrators and Info Managers. I’m going to show you how to customise a Dashboard, adding Gadgets such as Sales Summary Charts and RSS Feeds. There are two types of Dashboard in Sage CRM; Interactive and Classic. In this blog I’ll be looking at the Interactive Dashboard.   Interactive Dashboards This dashboard provides users with information and analysis in […]
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16th March 2016

Sage CRM’s Sales, Marketing, and Service for Sage 200

So what is ‘Sales, Marketing, and Service for Sage 200’? With the various names that are currently around for Sage CRM, it can get quite confusing! Last year, Sage invested a lot of developer resources into creating a new way in which Sage 200 integrates with their latest version of CRM (7.3). If you have used Sage 200 Integrated CRM in the past, then it’s likely that you are familiar with the various issues that arose with the sync. Sage […]
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