Sage CRM – Tips, Tricks and Components
Greytrix is one of the oldest Sage Development Partner of two decades for Sage CRM and has been awarded "Sage Development Partner of the Year" three times in the past years. Greytrix has been working on customization and configuration of products in Sage CRM since decades and have accumulated hundreds of man years of experience. In these blogs, Greytrix will endeavour to share its knowledge and expertise and save upto 90% of project cost for Sage CRM users by presenting a list of useful small components, tools and add-ons for Sage CRM! Contact us at sage@greytrix.com
Follow us on LinkedIn Follow us on Twitter Follow us on Facebook Follow us on YouTube
Skip to content
  • Home

Basic modifications to Sage CRM Layouts

By Greytrix | September 6, 2019
0 Comment

Sage CRM has provided an inbuilt feature to modify its Themes, Report Formats and Button Color etc. Few days back, one of the Sage CRM user approached us with a requirement to modify Sage CRM Login screen with their Company Logo. In earlier blog, we had explained how it can be done when Sage CRM is accessed via Smartphone. So thought to document how it can be done for Sage CRM on premise/desktop version.

New Stuff: Sage CRM 2018R3: Mark MailChimp Campaign’s as “Closed”

Basically Sage CRM user approached for the below 2 enhancement requests.

  • Add his own Company Logo instead of Sage CRM logo on Sage CRM Login screen.
  • After Login into Sage CRM, add his own Company Logo at the left corner of the screen.

Let’s see how it can be done.

Adding your Company Logo instead of Sage CRM logo on Sage CRM Login screen

  1. In Sage CRM 2019, Sage CRM login screen is displayed as shown below.
  2. To add your own logo, user need to navigate to below directory on Sage CRM server.
    <CRM Installation Directory>:\<CRM Instance>\WWWRoot\Img\Logon\gif\
  3. Take backup of all images before making any changes. Rename existing logon_left2.jpg file as logon_left2_old.jpg.
  4. Copy and Paste your logo into same directory. Name your logo file as logon_left2.jpg

That’s it. Sage CRM login screen will be replaced with your own company logo. Refer below screenshot.

After Login into Sage CRM, add his own Company Logo at the Top left corner of the screen.

  1. After login into Sage CRM, below screen is visible based on user preferences and user wants to replace highlighted logo at the top left corner of screen.
  2. To add your own logo, user need to navigate to below directory on Sage CRM server.
    <<Sage CRM Installation Directory>>:\<<CRM Instance>>\ WWWRoot\Themes\Img\Ergonomic\Icons\
  3. Take backup of all images before making any changes. Rename existing logo.jpg file as logo_old.jpg.
  4. Copy and Paste your logo into same directory. Name your logo file as logo.jpg

That’s it. Your own company logo will get updated as needed. Refer below screenshot.

Kindly note that, after installing a new Sage CRM patch, this change may be reverted. Be mindful that a future release may change the logo dimensions, background color etc. so you may have to redesign the default image for it to appear correct.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely 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 migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  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.

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.

Related Posts

  • eWare and CRM objects in Sage CRM
  • How to integrate Sage CRM and Sage 300 ERP
  • Apply Styles to Sage CRM Fields
  • Sage CRM Product Import
  • Make your Sage CRM Resource Planner Compatible with Sage CRM 2017 Release
  • Basic changes to Smartphone layouts of SageCRM
Category: My CRM Sage CRM Sage CRM 2017 Sage CRM 2018 Sage CRM 7.1 SP2 Sage CRM 7.2 Sage CRM 73 Sage CRM Add-ons Sage CRM R1 Sage CRM7.3 Tags: login, Style
Post navigation
← Sage CRM 2018R3: Mark MailChimp Campaign’s as “Closed” 3 ways to Search Information in Sage CRM →

GUMU™- Hero System Integrator

https://www.youtube.com/watch?v=sROA766iq9A

Greytrix Website and Blogs

  • Greytrix
  • GUMU™ Cloud
  • Greytrix Africa
  • Greytrix Australia
  • Sage X3 – Tips, Tricks and Components
  • Sage 100 & 500 ERP Tips and Tricks
  • Sage 300 – Tips, Tricks and Components
  • Salesforce.com Tips and Tricks by Greytrix
  • Sage Business Cloud – Tips, Tricks and Components
sage crm integration

Recent Posts

  • Renaming the Standard Entity in Sage CRM
  • Disable Keyboard Enter Key in Sage CRM Screens
  • Sage CRM – Finance Ticket Management
  • Set Default O/E Report in Sage CRM integrated with Sage 300
  • Add a customized O/E report for Sage CRM integrated with Sage 300

Archives

Awards

Greytrix Top ISV Partner
Greytrix Revenue Growth Enterprise Business
Greytrix Africa Highest Revenue
Greytrix Prtner of the Year
Greytrix Partner Award
Copyright 2022
Sage CRM – Tips, Tricks and Components
Iconic One Theme | Powered by Wordpress