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.
- Login to Sage CRM.
- Navigate to below path.
Administration | Advanced Customization | System Menus - 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.
- Caption: Project
- Action: customedotnetdll
- Custom Dot net Dll Name: Specify the Dll name
- Method Name: Specify the Method name Calling the list Page
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.
Similarly, you can also call .ASP page on Tab Group Contents just go to System Menu > Channel and add Tab Group Content as below.
- Caption: Project
- Action: CustomFile
- Custom File: Specify the .asp you would like to link to this tab
- Click Add button and Save the screen.
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!
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