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Clicking the Home icon will bring you to the dashboard screen.  
=== Get Started in Google Mail ===
Before configuring the connector, ensure you have the sidebar extension enabled in your Gmail workspace.


This by default contains


1. An activity graph
Open Gmail and find the '''Sage CRM Connector''' sidebar on the right side of your screen.


2. Opportunity pipeline
First time you will need to [[Gmail Add Connection|Add a new connection]]


3. Cases pipeline


[[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
[[File:Screenshot_2026-06-24_112501.png]]
You can then Save the Email as an Activity against the entity.
[[File:Screenshot_2026-06-25_115950.png]]


*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 (communications get 1 point and cases and opportunities get 10) to show how active you have been on CRM in these areas.


*Opportunity pipeline
When there is no match found the system will Prompt to create a new "Account".
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 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.
[[File:Screenshot_2026-06-25_120424.png|left|thumb|410x410px]]
[[File:Screenshot_2026-06-25_120537.png|none|thumb|389x389px]]


[[File:home2.jpg]]


*Cases pipeline
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 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]]
**Customising
 
You can add a custom page to the dashboard so that it has its own tab.  
 
To do this create a new menu in
 
  Administration->Advanced Customisation->System Menus
 
called
 
  "acdashboard"
 
[[File:home4.jpg]]
 
Edit this to add in a menu item.
For example
 
[[File:home5.jpg]]
 
  Caption: ERP
  Action: Customfile
  Custom File: sagecrmws/ac2020/sage300overview.asp*
 
*This is a sample file only
 
Then restart Outlook or reload the screen. Click Home and you will see the tab.
 
[[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
 
----
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, Case_Stage AS Qry_Stage
  FROM vListCases
  LEFT JOIN Custom_Captions ON Case_Stage = Capt_Code WHERE Case_AssignedUserId=1
  AND case_status = N'In Progress' AND (UPPER(RTRIM(Capt_Family)) = UPPER(RTRIM('Case_Stage'))
  OR Capt_Family IS NULL) and case_caseid in (45)
  GROUP BY Case_Stage
  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
 
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

Latest revision as of 12:10, 25 June 2026

Get Started in Google Mail

Before configuring the connector, ensure you have the sidebar extension enabled in your Gmail workspace.


Open Gmail and find the Sage CRM Connector sidebar on the right side of your screen.

First time you will need to Add a new connection


Clicking on an email will trigger the system to check for a match in the Sage data

If a match is found the summary will display You can then Save the Email as an Activity against the entity.


When there is no match found the system will Prompt to create a new "Account".

Default values like the Account name, Contact Name and Email will be filled in.

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Notes

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

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