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:
- Go to My CRM |Find Company and Select Company. It Open Company Summary screen.
- Click on the ellipsis icon (…)
- 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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Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100, Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
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For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.