Use the first drop-down list to choose from your list of Dashboards, or to access Dashboard Options. Users can also create their own Gadgets, Dashboards and Templates from here. The Interactive Dashboard is split into two main areas Control Panel and Gadgets.įrom the Control Panel, users can choose from a variety of available dashboards. When accessing the Dashboard in the future users will be presented with their default or most recently modified Dashboard. This provides users with various help topics and Sage Community features. Upon accessing the Interactive Dashboard for the first time you will be presented with the ‘Welcome’ dashboard. To access the Interactive Dashboard, select My CRM > Dashboard. Creating one of these custom Dashboards can provide your staff with a portal to new perspectives on your business. This dashboard provides users with information and analysis in a stunning, interactive format. In this blog I’ll be looking at the Interactive Dashboard. There are two types of Dashboard in Sage CRM Interactive and Classic.
#ACT BY SAGE PROXY USER HOW TO#
I’m going to show you how to customise a Dashboard, adding Gadgets such as Sales Summary Charts and RSS Feeds. Many of these customisations can be undertaken by Administrators and Info Managers.