Home Screen

Clicking the Home icon will bring you to the dashboard screen.

This by default contains

1. An activity graph

2. Opportunity pipeline

3. Cases pipeline

Click on the tab to open it. Only one tab at a time can be open.

• 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

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"

• 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"

• • 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"

Edit this to add in a menu item. For example

 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.

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

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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