Home Screen - Revision history

Sagecrmw at 12:07, 19 April 2024

2024-04-19T12:07:12Z

← Older revision		Revision as of 13:07, 19 April 2024
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	This matches the pipeline that you have in CRM itself.		This matches the pipeline that you have in CRM itself.
	You are presented with a graph and you click the button to view the list of opportunities		You are presented with a graph and you click the button to view the list of opportunities

			* You can customise the filter by creating a screen in CRM called "opportunitypipelineofficeintfilter"

	[[File:home2.jpg]]		[[File:home2.jpg]]
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	This matches the pipeline that you have in CRM itself.		This matches the pipeline that you have in CRM itself.
	You are presented with a graph and you click the button to view the list of cases		You are presented with a graph and you click the button to view the list of cases

			* You can customise the filter by creating a screen in CRM called "caseypipelineofficeintfilter"

	[[File:home3.jpg]]		[[File:home3.jpg]]

Sagecrmw at 08:53, 25 July 2023

2023-07-25T08:53:24Z

← Older revision		Revision as of 09:53, 25 July 2023
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	select top 1 Capt_Code from Custom_Captions		select top 1 Capt_Code from Custom_Captions
	where 7153=7153 and Capt_Family='Case_Status' and Capt_FamilyType='Choices' order by Capt_Order		where 7153=7153 and Capt_Family='Case_Status' and Capt_FamilyType='Choices' order by Capt_Order

			or


			select top 1 Capt_Code from Custom_Captions
			where 7153=7153 and Capt_Family='Oppo_Status' and Capt_FamilyType='Choices' order by Capt_Order

Sagecrmw at 14:35, 11 July 2023

2023-07-11T14:35:57Z

← Older revision		Revision as of 15:35, 11 July 2023
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	GROUP BY Case_Stage		GROUP BY Case_Stage
	ORDER BY 2 DESC		ORDER BY 2 DESC

			Note: Your system may be customized to not use 'In Progress'.

			The system will determine what status to use based on the query

			EG

			select top 1 Capt_Code from Custom_Captions
			where 7153=7153 and Capt_Family='Case_Status' and Capt_FamilyType='Choices' order by Capt_Order

Sagecrmw at 12:49, 24 March 2023

2023-03-24T12:49:11Z

← Older revision		Revision as of 13:49, 24 March 2023
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	*Activity graph		*Activity graph
	This is a graph showing your activity in CRM for the last 365 days. This uses communications created, opportunities, and cases created by the user and scores them points to show how active you have been on CRM in these areas.		This is a graph showing your activity in CRM for the last 365 days. This uses communications created, opportunities, and cases created by the user and scores them points (communications get 1 point and cases and opportunities get 10) to show how active you have been on CRM in these areas.

	*Opportunity pipeline		*Opportunity pipeline

Sagecrmw at 10:10, 1 March 2023

2023-03-01T10:10:31Z

← Older revision		Revision as of 11:10, 1 March 2023
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	Example SQL for Cases Pipeline		Example SQL for Cases Pipeline

	SELECT COUNT(*) AS Qry_Count, AVG(Capt_Order) AS Qry_Order, ~~Oppo_Stage~~ AS Qry_Stage,		SELECT COUNT(*) AS Qry_Count, AVG(Capt_Order) AS Qry_Order, Case_Stage AS Qry_Stage
	~~SUM((Oppo_Forecast/Curr_Rate) * 1.000000) AS Qry_SumForecast,~~		FROM vListCases
	~~SUM(((Oppo_Forecast/Curr_Rate) * 1.000000) * Oppo_Certainty)/ 100 AS Qry_WeightedForecast, SUM(Oppo_Certainty) AS Qry_SumCertainty~~		LEFT JOIN Custom_Captions ON Case_Stage = Capt_Code WHERE Case_AssignedUserId=1
	FROM ~~vListOpportunity LEFT JOIN Currency oppo_forecast_Currency ON Oppo_Forecast_CID = Curr_CurrencyID~~		AND case_status = N'In Progress' AND (UPPER(RTRIM(Capt_Family)) = UPPER(RTRIM('Case_Stage'))
	LEFT JOIN Custom_Captions ON ~~Oppo_Stage~~ = Capt_Code ~~AND capt_familytype = N'choices'~~		OR Capt_Family IS NULL) and case_caseid in (45)
	WHERE ~~Oppo_AssignedUserId~~=1		GROUP BY Case_Stage
	AND ~~oppo_status~~ = N'In Progress' ~~and~~ ( Capt_Family = N'~~Oppo_Stage~~' OR Capt_Family IS NULL)
	and ~~oppo_opportunityid~~ in (65)
	GROUP BY ~~Oppo_Stage~~
	ORDER BY 2 DESC		ORDER BY 2 DESC

Sagecrmw at 10:08, 1 March 2023

2023-03-01T10:08:47Z

← Older revision		Revision as of 11:08, 1 March 2023
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	https://crm.yourserver.com/CRM/CustomPages/sagecrmws/ac2020/sage300overview.asp?SID=584334583611&F=&J=sagecrmws%2Fac2020%2Fsage300overview.asp&app=ac2020		https://crm.yourserver.com/CRM/CustomPages/sagecrmws/ac2020/sage300overview.asp?SID=584334583611&F=&J=sagecrmws%2Fac2020%2Fsage300overview.asp&app=ac2020

			----
			Example SQL for Sales Pipeline

			SELECT COUNT(*) AS Qry_Count, AVG(Capt_Order) AS Qry_Order, Oppo_Stage AS Qry_Stage,
			SUM((Oppo_Forecast/Curr_Rate) * 1.000000) AS Qry_SumForecast,
			SUM(((Oppo_Forecast/Curr_Rate) * 1.000000) * Oppo_Certainty)/ 100 AS Qry_WeightedForecast,
			SUM(Oppo_Certainty) AS Qry_SumCertainty
			FROM vListOpportunity LEFT JOIN Currency oppo_forecast_Currency ON Oppo_Forecast_CID = Curr_CurrencyID
			LEFT JOIN Custom_Captions ON Oppo_Stage = Capt_Code AND capt_familytype = N'choices'
			WHERE Oppo_AssignedUserId=1 AND oppo_status = N'In Progress'
			and ( Capt_Family = N'Oppo_Stage' OR Capt_Family IS NULL) and oppo_opportunityid in (65)
			GROUP BY Oppo_Stage
			ORDER BY 2 DESC

			Example SQL for Cases Pipeline

			SELECT COUNT(*) AS Qry_Count, AVG(Capt_Order) AS Qry_Order, Oppo_Stage AS Qry_Stage,
			SUM((Oppo_Forecast/Curr_Rate) * 1.000000) AS Qry_SumForecast,
			SUM(((Oppo_Forecast/Curr_Rate) * 1.000000) * Oppo_Certainty)/ 100 AS Qry_WeightedForecast, SUM(Oppo_Certainty) AS Qry_SumCertainty
			FROM vListOpportunity LEFT JOIN Currency oppo_forecast_Currency ON Oppo_Forecast_CID = Curr_CurrencyID
			LEFT JOIN Custom_Captions ON Oppo_Stage = Capt_Code AND capt_familytype = N'choices'
			WHERE Oppo_AssignedUserId=1
			AND oppo_status = N'In Progress' and ( Capt_Family = N'Oppo_Stage' OR Capt_Family IS NULL)
			and oppo_opportunityid in (65)
			GROUP BY Oppo_Stage
			ORDER BY 2 DESC

Sagecrmw at 19:59, 16 December 2022

2022-12-16T19:59:03Z

← Older revision		Revision as of 20:59, 16 December 2022
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	*Activity graph		*Activity graph
	This is a graph showing your activity in CRM for the last 365 days. This uses communications created, opportunities, and cases created by the user.		This is a graph showing your activity in CRM for the last 365 days. This uses communications created, opportunities, and cases created by the user and scores them points to show how active you have been on CRM in these areas.

	*Opportunity pipeline		*Opportunity pipeline

Sagecrmw at 09:33, 21 October 2022

2022-10-21T09:33:38Z

← Older revision		Revision as of 10:33, 21 October 2022
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	1. An activity graph		1. An activity graph

	2. Opportunity pipeline		2. Opportunity pipeline

	3. Cases pipeline		3. Cases pipeline

Sagecrmw at 10:34, 25 June 2021

2021-06-25T10:34:54Z

← Older revision		Revision as of 11:34, 25 June 2021
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	Clicking the Home icon will bring you to the dashboard screen.		Clicking the Home icon will bring you to the dashboard screen.

	This by default ~~containers~~		This by default contains

	1. An activity graph		1. An activity graph
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	*Activity graph		*Activity graph
	This is a graph showing your activity in CRM for the last 365 days. This uses communications created, opportunities and cases created by the user.		This is a graph showing your activity in CRM for the last 365 days. This uses communications created, opportunities, and cases created by the user.

	*Opportunity pipeline		*Opportunity pipeline
	This matches ~~your~~ pipeline that you have in CRM itself.		This matches the pipeline that you have in CRM itself.
	You are presented with a graph and you click the button to view the list of opportunities		You are presented with a graph and you click the button to view the list of opportunities

Line 21:		Line 21:

	*Cases pipeline		*Cases pipeline
	This matches ~~your~~ pipeline that you have in CRM itself.		This matches the pipeline that you have in CRM itself.
	You are presented with a graph and you click the button to view the list of cases		You are presented with a graph and you click the button to view the list of cases

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	**Customising		**Customising

	You can add in a custom page to the dashboard so that it has its own tab.		You can add a custom page to the dashboard so that it has its own tab.

	To do this create a new menu in		To do this create a new menu in
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	[[File:home4.jpg]]		[[File:home4.jpg]]

	Edit this ~~then~~ to add in a menu item.		Edit this to add in a menu item.
	For example		For example

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	*This is a sample file only		*This is a sample file only

	~~The~~ restart Outlook or reload the screen. Click Home and you will see the tab.		Then restart Outlook or reload the screen. Click Home and you will see the tab.

	[[File:home6.jpg]]		[[File:home6.jpg]]

Sagecrmw at 10:14, 14 June 2021

2021-06-14T10:14:08Z

← Older revision		Revision as of 11:14, 14 June 2021
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	[[File:home6.jpg]]		[[File:home6.jpg]]

			Technically the url is structured as

			https://crm.yourserver.com/CRM/CustomPages/sagecrmws/ac2020/sage300overview.asp?SID=584334583611&F=&J=sagecrmws%2Fac2020%2Fsage300overview.asp&app=ac2020