Display Logged in User Name on browser tab within Sage CRM

By | December 29, 2017

In Sage CRM, one can easily understand which user has been logged into CRM from My CRM tab.

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Generally, when users logged into Sage CRM, browser shows current Sage CRM tab name. For example, if user’s landing page is Calendar then browser tab will show the Sage CRM tab name as below.
Calendar TabSome users will be having landing page as Dashboard, so browser tab will be as shown below.
Dashboard TabIn this blog, we will discuss how to display logged in User Name into highlighted section. You need to follow below steps to do the same.

  1. Create a JavaScript file say TabCaptions.js and save on below path :
    << Sage CRM Installation Directory >>:\Program Files (x86)\Sage\CRM\<< CRMINSTANCENAME>>     \WWWRoot\js\custom\
  2. Add following code into TabCaptions.js file and save.
    crm.ready(function()
    {
    document.title = CurrentUser.user_displayname;
    })
  3. Clear browser cache and check the result.
  4. Once done, you will find that currently Logged in username will be displayed into browser as shown below.

Page TitlePage TitleThis functionality will be helpful when single person is giving demos with multiple users.

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