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Sagecrmw: Undo revision 2875 by Sagecrmw (talk)

2026-06-26T10:39:25Z

Undo revision 2875 by Sagecrmw (talk)

@@ Line 1: / Line 1: @@
-=== Get Started in Google Mail ===
+Clicking the Home icon will bring you to the dashboard screen.
-Open Gmail and find the '''Sage CRM Connector''' sidebar on the right side of your screen.
+. An activity graph
-First time you will need to [[Gmail Add Connection|Add a new connection]]
+. Opportunity pipeline
-Clicking on an email will trigger the system to check for a match in the Sage data
+[[File:home1.jpg]]
-If a match is found the summary will display
+Click on the tab to open it. Only one tab at a time can be open.
-When there is no match found the system will Prompt to create a new "Account".
+*Opportunity pipeline
-Default values like the Account name, Contact Name and Email will be filled in.
+* You can customise the filter by creating a screen in CRM called "opportunitypipelineofficeintfilter"
-'''Notes'''
+* You can customise the filter by creating a screen in CRM called "caseypipelineofficeintfilter"
-When you have an email open and attempt to browse an unrelated record, the system will prompt you to view that specific record instead. To freely browse other records, you must first close the currently opened email. However, if you are looking to find matches specifically for the email you are working on, simply click '''View''' when prompted.
+[[File:home3.jpg]]
-[[File:Imagea.png|225x225px]]

Sagecrmw: Undo revision 2876 by Sagecrmw (talk)

2026-06-25T11:10:37Z

Undo revision 2876 by Sagecrmw (talk)

← Older revision		Revision as of 12:10, 25 June 2026
Line 19:		Line 19:

	Default values like the Account name, Contact Name and Email will be filled in.		Default values like the Account name, Contact Name and Email will be filled in.
	[[File:Screenshot_2026-06-25_120424.png\|left\|thumb\|]]		[[File:Screenshot_2026-06-25_120424.png\|left\|thumb\|410x410px]]
	[[File:Screenshot_2026-06-25_120537.png\|none\|thumb\|]]		[[File:Screenshot_2026-06-25_120537.png\|none\|thumb\|389x389px]]

Sagecrmw at 11:09, 25 June 2026

2026-06-25T11:09:36Z

← Older revision		Revision as of 12:09, 25 June 2026
Line 19:		Line 19:

	Default values like the Account name, Contact Name and Email will be filled in.		Default values like the Account name, Contact Name and Email will be filled in.
	[[File:Screenshot_2026-06-25_120424.png\|left\|thumb\|~~410x410px~~]]		[[File:Screenshot_2026-06-25_120424.png\|left\|thumb\|]]
	[[File:Screenshot_2026-06-25_120537.png\|none\|thumb\|~~389x389px~~]]		[[File:Screenshot_2026-06-25_120537.png\|none\|thumb\|]]

Sagecrmw at 11:08, 25 June 2026

2026-06-25T11:08:04Z

@@ Line 1: / Line 1: @@
-Clicking the Home icon will bring you to the dashboard screen.
+=== Get Started in Google Mail ===
-. An activity graph
+Open Gmail and find the '''Sage CRM Connector''' sidebar on the right side of your screen.
-. Opportunity pipeline
+First time you will need to [[Gmail Add Connection|Add a new connection]]
-[[File:home1.jpg]]
+Clicking on an email will trigger the system to check for a match in the Sage data
-Click on the tab to open it. Only one tab at a time can be open.
+If a match is found the summary will display
-*Opportunity pipeline
+When there is no match found the system will Prompt to create a new "Account".
-* You can customise the filter by creating a screen in CRM called "opportunitypipelineofficeintfilter"
+Default values like the Account name, Contact Name and Email will be filled in.
-* You can customise the filter by creating a screen in CRM called "caseypipelineofficeintfilter"
+'''Notes'''
-[[File:home3.jpg]]
+When you have an email open and attempt to browse an unrelated record, the system will prompt you to view that specific record instead. To freely browse other records, you must first close the currently opened email. However, if you are looking to find matches specifically for the email you are working on, simply click '''View''' when prompted.
+[[File:Imagea.png|225x225px]]

Sagecrmw at 12:07, 19 April 2024

2024-04-19T12:07:12Z

← Older revision		Revision as of 13:07, 19 April 2024
Line 19:		Line 19:
	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]]
Line 25:		Line 27:
	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
Line 93:		Line 93:
	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
Line 84:		Line 84:
	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
Line 14:		Line 14:

	*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
Line 77:		Line 77:
	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
Line 60:		Line 60:

	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