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 a stunning, interactive format. Creating one of these custom Dashboards can provide your staff with a portal to new perspectives on your business.    […]