Dashboard
From Customer365 for SageCRM
This setting allows you to set what is displayed in Dashboard Page:
Case Count and Date last case logged:
<add key="ShowCaseCount" value="Y"/>
From 08/08/2016
Client count, next maintenance due and client name for maintenance:
<add key="ShowClientCount" value="Y"/>
For this option new fields need to be added in CRM to Company Table:
Field Caption Field Name Field Type Business Partner comp_buspartnercompid Adv Search Select
From 08/08/2016
Download count, last downloaded file and date:
<add key="ShowDownloadCount" value="Y"/>
For this option new fields need to be added in CRM to Person Table:
Field Caption Field Name Field Type Size Number of Downloads pers_downcount Integer Last Downloaded Document pers_lastdowndoc Text 100 Last Download Date pers_lastdowndate Date & Time
Maintenance count, next maintenance due and client name for maintenance:
<add key="ShowMaintenanceCount" value="Y"/>
Email count and proportion for Emails out and Emails in:
<add key="ShowEmailCount" value="Y"/>