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.
Some users will be having landing page as Dashboard, so browser tab will be as shown below.
In 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.
<< Sage CRM Installation Directory >>:\Program Files (x86)\Sage\CRM\<< CRMINSTANCENAME>> \WWWRoot\js\custom\
- Add following code into TabCaptions.js file and save.
document.title = CurrentUser.user_displayname;
- Clear browser cache and check the result.
- Once done, you will find that currently Logged in username will be displayed into browser as shown below.
This functionality will be helpful when single person is giving demos with multiple users.
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For more information on our integration solutions, please contact us at firstname.lastname@example.org. We will be glad to assist you.