Accelerator for SageCRM crmtoget_mw160 https://accelerator.crmtogether.com/index.php?title=Home_Screen MediaWiki 1.40.0 first-letter Media Special Talk User User talk Accelerator Classic Accelerator Classic talk File File talk MediaWiki MediaWiki talk Template Template talk Help Help talk Category Category talk 0 354 2521 2396 2024-04-19T12:07:12Z Sagecrmw 1 2521 wikitext text/x-wiki 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 [[File:home1.jpg]] 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" [[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" [[File:home3.jpg]] **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 sahm0u86mb9zuzjgb7gvkq8vnpc0nbc