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Tips for Sage CRM customization and integration
In this post we’ll cover some tips on Sage CRM customization and integration.
Dashboard customization
The interactive dashboard in Sage CRM is a highly-customizable workspace where you can control what information you need to be most effective in your job. Create multiple dashboards and gadgets by choosing the feeds, workflow, and actions you want to drive from your workspace – or select predefined gadgets and dashboards from templates.
The dashboard template in Sage CRM can be created by adding gadgets. The gadget templates are predefined by a System Administrator or Info Manager. A normal user can select a gadget template and add it to their dashboard. Once the gadget is on the dashboard, it can be customized to suit needs.
The following process introduces two types of gadgets for reference, Web Site gadget and RSS feed gadget.
The following screen shows the menu for creating gadgets.
Once you select “Create Gadget”, a list of gadget types will pop up for selection. The existing gadgets in Sage CRM are:
- Calendar Gadget
- Chart Gadget
- List Gadget
- Main Menu Item Gadget
- Notification Gadget
- Record Summary Gadget
- RSS Feed Gadget
- SData List Gadget
- SData Record Summary Gadget
- Summary Gadget
- Task List Gadget
- Web Site Gadget
Web Site Gadget
Web Site Gadget is a useful tool to bring internal and external web pages onto the dashboard, such as news, blogs, or forums. It’s a simple gadget, which only needs the URL of the web page.
RSS Feed Gadget
RSS (Rich Site Summary) is useful to keep track of information, industry trends and topics, or news from your interests. RSS contents are published as a feed, which is updated automatically. In the following steps, two examples, YouTube and Twitter RSS feeds, have been customized on the Sage CRM Interactive Dashboard, using the RSS gadget.
YouTube RSS feeds enable you easily accessing new video content and even monitoring the ratings and number of views of the videos from within the Sage CRM Interactive Dashboard. The following table shows some URLs for RSS feeds for YouTube.
| A channel | http://www.youtube.com/rss/user/wwwSagecom/videos.rss |
| A term | http://www.youtube.com/rss/search/SageCRM.rss |
| Several terms | Basically, just type %20 to replace the space between the words. |
| http://www.youtube.com/rss/search/Sage%20CRM.rss | |
| Use the + sign to in your indicate that all terms are compulsory | |
| http://www.youtube.com/rss/search/SageCRM+Cloud.rss | |
| A tag | Just replace search by tag in the url |
| http://www.youtube.com/rss/tag/SageCRM.rss |
The following screen is an example for YouTube RSS Feeds.
Twitter is great for finding out what people are saying about your business or your industry on the web, and a great way to keep track of what influencers are tweeting about. You can create Twitter gadget using the table below with own terms.
| A hashtag search | http://search.twitter.com/search.rss?q=%23SageCRM |
| A user mention search | http://search.twitter.com/search.rss?q=%40UserName |
| Something sent to a user | http://search.twitter.com/search.rss?q=to%3AUserName |
| Something from a user | http://search.twitter.com/search.rss?q=to%3AUserName |
| Standard search | http://search.twitter.com/search.rss?q=SageCRM+OnPremise |
| Exact match | http://search.twitter.com/search.rss?q=”SageCRM” |
| Negative match | http://search.twitter.com/search.rss?q=-Cloud |
| “OR” operator | http://search.twitter.com/search.rss?q=Cloud%20OR%20OnPremise |
The Sage CRM for Twitter add-on is also available for Twitter information accessible inside Sage CRM.
Contact us for more information on how Sage CRM can help grow your business and bring information critical to you right to your desktop!
