{"id":22172,"date":"2019-06-28T12:20:00","date_gmt":"2019-06-28T12:20:00","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=22172"},"modified":"2019-07-24T09:03:03","modified_gmt":"2019-07-24T09:03:03","slug":"empty-recent-list-for-each-session-feature-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/06\/28\/empty-recent-list-for-each-session-feature-in-sage-crm\/","title":{"rendered":"Empty Recent List for each session feature in Sage CRM"},"content":{"rendered":"\n<p>One of the best feature of Sage CRM is that users can view the records which he has recently visited with the help of Recent List option. Recent List is available for all standard entities like company, person, cases etc. as well as for custom entities. Default value for displaying records in recent list is 40 but we can also change this value. <\/p>\n\n\n\n<p><strong><em>Related Post: <\/em><\/strong><a rel=\"noreferrer noopener\" aria-label=\"Unable to save MailChimp Configuration in Sage CRM (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/05\/13\/unable-to-save-mailchimp-configuration-in-sage-crm\/\" target=\"_blank\">Unable to save MailChimp Configuration in Sage CRM<\/a><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>One of our existing customer came up with the requirement that, he wants to clear recent list on every new login happens into CRM. We checked few configuration in admin login and found that this feature is already exists in the Sage CRM.<\/p>\n\n\n\n<p>Follow the below steps to clear the Recent List for every new user login in Sage CRM:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>From Profile Menu you can select Preferences or  from My CRM click on Preferences<\/li><li>From Preferences screen click on change button.<\/li><li>You can see the field Empty Recent List for each session, set the value to Yes and save the changes. You can refer below screen shot for the same.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"383\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/06\/img1-6-1024x383.jpg\" alt=\"\" class=\"wp-image-22173\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/06\/img1-6-1024x383.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/06\/img1-6-300x112.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/06\/img1-6-768x287.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/06\/img1-6-660x247.jpg 660w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/06\/img1-6.jpg 1253w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Refer below screenshot where Recent List is showing the relevant transactions before making changes in Preferences section.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" width=\"264\" height=\"214\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/06\/img2-2.jpg\" alt=\"\" class=\"wp-image-22174\"\/><\/figure><\/div>\n\n\n\n<p>Once you made the changes in preferences for clearing recent list, logout from CRM and login again to see the effect. Click on Recent List button, you can clearly see that Recent List is empty. Refer below screen shot for the same.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"578\" height=\"173\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/06\/img3-2.jpg\" alt=\"\" class=\"wp-image-22175\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/06\/img3-2.jpg 578w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/06\/img3-2-300x90.jpg 300w\" sizes=\"(max-width: 578px) 100vw, 578px\" \/><\/figure>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>One of the best feature of Sage CRM is that users can view the records which he has recently visited with the help of Recent List option. Recent List is available for all standard entities like company, person, cases etc. as well as for custom entities. Default value for displaying records in recent list is\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/06\/28\/empty-recent-list-for-each-session-feature-in-sage-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,73,152,332,335],"tags":[3860,3856],"class_list":["post-22172","post","type-post","status-publish","format-standard","hentry","category-administrator","category-configuration","category-feature","category-sage-crm","category-sage-crm-2018-crm72","tag-empty-recent-list-for-each-session-feature-in-sage-crm","tag-recent-list"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Empty Recent List for each session feature in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/06\/28\/empty-recent-list-for-each-session-feature-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Empty Recent List for each session feature in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"One of the best feature of Sage CRM is that users can view the records which he has recently visited with the help of Recent List option. 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