Log me in to Calendar Task view

By | August 31, 2020

Log Me In To is one of the important  configurations in Sage CRM,  through which user can Log on particular page  which he wish to displayed as he Logs into  Sage CRM. So it reduced the number of clicks to go on that page. And Obviously Time also.  This field has number of options like Calendar, Groups and Dashboard etc. Here is how you can achieve the same.

New Stuff: https://www.greytrix.com/blogs/sagecrm/2020/08/03/gumu-for-sage-crm-sage-500-integration-is-compatible-with-sage-crm-2019-r1/

In this blog, we are going to see how to go directly on Calendar Tasks list as soon as logs into the CRM. Recently from one of our client we came across a question wherein user wanted to go directly on Calendar Task tab as soon as log in.
So, to achieve this there is setting that we have to do at CRM. Continue reading below to see how to achieve it.

  1. Login to Sage CRM.
  2. Navigate to below path.
    Administration | Preferences.
  3. Click on Change button
  4. Select Calendar from Log me In To selection field
  5. Select Tasks from Calendar View selection field
  6. Click on Save Button.
Preference
Preference

Now whenever you login to Sage CRM you should be navigated directly to Calendar Tab. You can also setup other My CRM tab as you login preference. Hope this information helps.

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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.

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