Open topic with navigation

Get link | About Sage CRM editions

Adding saved searches to a classic dashboard

All users can set up saved searches. Saved Searches can then be selected from the list of Available Content to display on a dashboard.

To make a saved search list available on the dashboard:

1. Set up a saved search. For example, all companies in the city of New York.
2. Click My CRM | Dashboard, and click Modify Dashboard. The Dashboard Content page is displayed.
3. Click the Saved Search category from the Filter By drop-down list. The saved search you created is displayed in the list of Available Content.
4. Click the Add button next to the saved search you created.
5. You can also select Saved Search Summaries from the Available Content list. This displays a count of the number of records in each of your saved search.
6. Click Save. The dashboard page is displayed, showing the Saved Search list you created.

See Also:

Modifying classic dashboard content

Adding favorite reports to a classic dashboard

Adding report charts to a classic dashboard

Creating a saved search

Sage CRM user assistance PDFs  Sage CRM guides	Product information Version 7.3 Copyright © 2014
Sage CRM videos  Sage CRM tutorial videos  More videos	Company information Sage CRM 3096 Lake Drive Citywest Business Park Citywest Dublin 24 +353 1 618 7803 http://sagecrm.com
Follow Us

Open topic with navigation