Calling DLL method and .asp Page on New Tab

By | July 31, 2020

Sage CRM is widely used because of its easy customization and different ways of customization as per the user requirements.  User can achieve multiple things without new customization, by using different setting option in Administration. So in this Blog we are going to see some tricks, How to add Tab in Team CRM and call DLL method and .ASP page.

New Stuff: https://www.greytrix.com/blogs/sagecrm/2020/06/29/notify-user-to-complete-quote-line-items/

Let us consider an example suppose you want to add Project Tab on Team CRM and call Dll method calling a list, follow below steps.

  1. Login to Sage CRM.
  2. Navigate to below path.
    Administration | Advanced Customization | System Menus
  3. Select the Channel for Adding new Tab in Team CRM

Suppose you want to see a new Project Tab displaying all Project list on Team CRM add a new Tab Group Content as below.

  1. Caption: Project
  2. Action: customedotnetdll
  3. Custom Dot net Dll Name: Specify the Dll name
  4. Method Name: Specify the Method name Calling the list Page

DLL method

After you have applied the changes on Team CRM summary you will see your new Project Tab which you just added with the Project List.

 New Tab

Similarly, you can also call .ASP page on Tab Group Contents just go to System Menu > Channel and add Tab Group Content as below.

  1. Caption: Project
  2. Action: CustomFile
  3. Custom File: Specify the .asp you would like to link to this tab
  4. Click Add button and Save the screen.

 New Tab

You can also refer the below blog article related to adding new tab to My CRM menu. Add or Remove tabs from My CRM

Hope this information helps!

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 X3Sage IntacctSage 100Sage 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 ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace.

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