{"id":22588,"date":"2019-09-06T12:02:14","date_gmt":"2019-09-06T12:02:14","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=22588"},"modified":"2019-09-20T11:25:26","modified_gmt":"2019-09-20T11:25:26","slug":"basic-modifications-to-sage-crm-layouts","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/09\/06\/basic-modifications-to-sage-crm-layouts\/","title":{"rendered":"Basic modifications to Sage CRM Layouts"},"content":{"rendered":"<p>Sage CRM has provided an inbuilt feature to modify its Themes, Report Formats and Button Color etc. Few days back, one of the Sage CRM user approached us with a requirement to modify Sage CRM Login screen with their Company Logo. In earlier <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/01\/18\/basic-changes-to-smartphone-layouts-of-sagecrm\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">blog<\/a>, we had explained how it can be done when Sage CRM is accessed via Smartphone. So thought to document how it can be done for Sage CRM on premise\/desktop version.<\/p>\n<p><em><strong>New Stuff<\/strong><\/em><strong>: <\/strong><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/09\/06\/sage-crm-2018r3-mark-mailchimp-campaigns-as-closed\/\" target=\"_blank\" rel=\"noopener noreferrer\">Sage CRM 2018R3: Mark MailChimp Campaign\u2019s as \u201cClosed\u201d<\/a><\/p>\n<p>Basically Sage CRM user approached for the below 2 enhancement requests.<\/p>\n<ul>\n<li>Add his own Company Logo instead of Sage CRM logo on Sage CRM Login screen.<\/li>\n<li>After Login into Sage CRM, add his own Company Logo at the left corner of the screen.<\/li>\n<\/ul>\n<p>Let\u2019s see how it can be done.<\/p>\n<p><strong>Adding your Company Logo instead of Sage CRM logo on Sage CRM Login screen<\/strong><\/p>\n<ol>\n<li>In Sage CRM 2019, Sage CRM login screen is displayed as shown below.<br \/><img fetchpriority=\"high\" decoding=\"async\" class=\"wp-image-22590 size-full aligncenter\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/09\/Img1.jpg\" alt=\"\" width=\"606\" height=\"411\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/09\/Img1.jpg 606w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/09\/Img1-300x203.jpg 300w\" sizes=\"(max-width: 606px) 100vw, 606px\" \/><\/li>\n<li>To add your own logo, user need to navigate to below directory on Sage CRM server.<br \/>&lt;CRM Installation Directory&gt;:\\&lt;CRM Instance&gt;\\WWWRoot\\Img\\Logon\\gif\\<\/li>\n<li>Take backup of all images before making any changes. Rename existing <strong>logon_left2.jpg<\/strong> file as <strong>logon_left2_old.jpg<\/strong>.<\/li>\n<li>Copy and Paste your logo into same directory. Name your logo file as <strong>logon_left2.jpg<\/strong><\/li>\n<\/ol>\n<p>That\u2019s it. Sage CRM login screen will be replaced with your own company logo. Refer below screenshot.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-22591  aligncenter\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/09\/Img2.jpg\" alt=\"\" width=\"556\" height=\"378\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/09\/Img2.jpg 604w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/09\/Img2-300x204.jpg 300w\" sizes=\"(max-width: 556px) 100vw, 556px\" \/><\/p>\n<p><strong>After Login into Sage CRM, add his own Company Logo at the Top left corner of the screen.<\/strong><\/p>\n<ol>\n<li>After login into Sage CRM, below screen is visible based on user preferences and user wants to replace highlighted logo at the top left corner of screen.<br \/><img decoding=\"async\" class=\"wp-image-22592 size-full aligncenter\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/09\/Img3.jpg\" alt=\"\" width=\"632\" height=\"451\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/09\/Img3.jpg 632w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/09\/Img3-300x214.jpg 300w\" sizes=\"(max-width: 632px) 100vw, 632px\" \/><\/li>\n<li>To add your own logo, user need to navigate to below directory on Sage CRM server.<br \/>&lt;&lt;Sage CRM Installation Directory&gt;&gt;:\\&lt;&lt;CRM Instance&gt;&gt;\\ WWWRoot\\Themes\\Img\\Ergonomic\\Icons\\<\/li>\n<li>Take backup of all images before making any changes. Rename existing <strong>logo.jpg <\/strong>file as <strong>logo_old.jpg.<\/strong><\/li>\n<li>Copy and Paste your logo into same directory. Name your logo file as <strong>logo.jpg<\/strong><\/li>\n<\/ol>\n<p>That\u2019s it. Your own company logo will get updated as needed. Refer below screenshot.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-22593 size-full aligncenter\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/09\/Img4.jpg\" alt=\"\" width=\"632\" height=\"371\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/09\/Img4.jpg 632w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/09\/Img4-300x176.jpg 300w\" sizes=\"(max-width: 632px) 100vw, 632px\" \/><\/p>\n<p>Kindly note that, after installing a new Sage CRM patch, this change may be reverted. Be mindful that a future release may change the logo dimensions, background color etc. so you may have to redesign the default image for it to appear correct.<\/p>\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p>Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners 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.<\/p>\n\n\n\n<p>Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sage CRM has provided an inbuilt feature to modify its Themes, Report Formats and Button Color etc. Few days back, one of the Sage CRM user approached us with a requirement to modify Sage CRM Login screen with their Company Logo. In earlier blog, we had explained how it can be done when Sage CRM\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/09\/06\/basic-modifications-to-sage-crm-layouts\/\">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":[255,332,333,334,336,337,338,339,341,342],"tags":[1545,2358],"class_list":["post-22588","post","type-post","status-publish","format-standard","hentry","category-my-crm","category-sage-crm","category-sage-crm-2017","category-sage-crm-2018","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm-73","category-sage-crm-add-ons","category-sage-crm-r1","category-sage-crm7-3","tag-login","tag-style"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Basic modifications to Sage CRM Layouts - 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\/09\/06\/basic-modifications-to-sage-crm-layouts\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Basic modifications to Sage CRM Layouts - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM has provided an inbuilt feature to modify its Themes, Report Formats and Button Color etc. Few days back, one of the Sage CRM user approached us with a requirement to modify Sage CRM Login screen with their Company Logo. 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