New feature of … (ellipsis) in Sage CRM 2018

By | August 29, 2018

Sage CRM had always been flexible enough when it comes to User interface. Every User has their own control in setting the preferences of their CRM account. One such feature is allowed by the  … (ellipsis) that allows the users to display or completely hide selective horizontal tabs or the corresponding main menu items in Sage CRM.

New Stuff: Show Original Currency Value in Sage CRM Reports

Earlier Sage CRM introduced a new feature to save screen space by moving specific tabs to the “More” drop-down list. More tab is displayed at the rightmost in the horizontal tab items. This drop-down list is useful for moving those tabs that users may rarely use but doesn’t wish to hide it completely. For e.g. Users who rarely work with the tab Like Shared Documents, Notes and Groups etc. can completely hide it to save screen space.

Taking an example of Company context, wherein a user can add tabs into More drop-down list by following below mentioned steps:

  1. Go to My CRM |Find Company and Select Company. It Open Company Summary screen.
  2. Click on the ellipsis icon (…)
  3. In the pop up window that opens, select or clear the check boxes in the following columns:

a. Display Tab – This option user for display or hide horizontal tabs and their corresponding main menu items.
b. Add to More – Select the tabs you want to move to the More drop-down list.

4. Click on Save button, tabs will be moved to More list.

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