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.
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.
- Login to Sage CRM.
- Navigate to below path.
Administration | Preferences.
- Click on Change button
- Select Calendar from Log me In To selection field
- Select Tasks from Calendar View selection field
- Click on Save Button.
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.
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 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 firstname.lastname@example.org. We will be glad to assist you.