{"id":24517,"date":"2020-08-31T15:30:36","date_gmt":"2020-08-31T15:30:36","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=24517"},"modified":"2021-08-04T10:43:22","modified_gmt":"2021-08-04T10:43:22","slug":"log-me-in-to-calendar-task-view","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/08\/31\/log-me-in-to-calendar-task-view\/","title":{"rendered":"Log me in to Calendar Task view"},"content":{"rendered":"\n

Log Me In To<\/strong> 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.<\/p>\n\n\n\n

New Stuff<\/em><\/strong>: https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/08\/03\/gumu-for-sage-crm-sage-500-integration-is-compatible-with-sage-crm-2019-r1\/<\/a><\/p>\n\n\n\n

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.<\/p>\n\n\n\n

  1. Login to Sage CRM.<\/li>
  2. Navigate to below path.
    Administration | Preferences.<\/li>
  3. Click on Change<\/strong> button<\/li>
  4. Select Calendar<\/strong> from Log me In To<\/strong> selection field<\/li>
  5. Select Tasks<\/strong> from Calendar View <\/strong>selection field<\/li>
  6. Click on Save <\/strong>Button.<\/li><\/ol>\n\n\n\n\"Preference\"<\/a>\n
    Preference<\/i><\/center><\/font>\n\n\n\n

    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.<\/p>\n\n\n\n

    About Us<\/strong><\/span><\/p>\n\n\n\n

    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

    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><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

    Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ 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><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

    For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

    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,\u2026 Read More »<\/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":[396,49,219,220,223,332],"tags":[3660,1794,2414,2531,2560],"class_list":["post-24517","post","type-post","status-publish","format-standard","hentry","category-task-sage-crm","category-calender","category-list","category-lists","category-log-me-in-to","category-sage-crm","tag-calendar","tag-preferences","tag-task","tag-user-preferences","tag-view"],"yoast_head":"\nLog me in to Calendar Task view - 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\/2020\/08\/31\/log-me-in-to-calendar-task-view\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Log me in to Calendar Task view - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"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. 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