{"id":4660,"date":"2013-09-20T05:30:18","date_gmt":"2013-09-20T05:30:18","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=4660"},"modified":"2024-05-06T10:02:07","modified_gmt":"2024-05-06T10:02:07","slug":"interactive-coaching-text","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/09\/20\/interactive-coaching-text\/","title":{"rendered":"Interactive Coaching Text"},"content":{"rendered":"

Hello readers!<\/b> How many of you find the coaching texts on CRM screens helpful? Most of the people disable these or remove them from the screen. Well, can this area be customized in order to make it more interesting? For e.g. In my organization login page for all the users is set to Calendar and we use coaching text on this screen as a mean to post the updates. You have the flexibility of using full-fledged HTML to make these notifications more intuitive.
\nOur Other Blogs:<\/b><\/em><\/span>\u00a0<\/strong>Sage\u00a0ERP X3<\/strong><\/a>\u00a0|\u00a0<\/strong>Sage 300 ERP<\/strong><\/a>\u00a0|\u00a0<\/strong>Salesforce.com<\/a><\/strong>
\nWhat is On-Screen Coaching\/Coaching Text?<\/span><\/b>
\n1) It is a small description about the particular tab. Please refer below screen for your reference.<\/p>\n

\"Login<\/a><\/p>\n

2) If you are not able to see Coaching Text on your system, here is how you can enable it.
\na)\u00a0Login to CRM<\/b>.
\nb) Click Preference<\/b> tab.
\nc) Click on Change<\/b> button.
\nd) Select On-Screen coaching<\/b> drop down.
\ne) Select \u201cOn<\/b>\u201d and click\u00a0 save.
\nf) Refer below screen shot for your reference.<\/p>\n

\"Login<\/a><\/p>\n

Here is how I post updates on Calendar tab<\/span><\/b>
\na) Login to CRM<\/b>.
\nb) Go to Administration<\/b> | Customization<\/b> | Translation<\/b>.
\nc) Type first two character followed by \u2018%\u2019<\/b> of coaching text present on calendar screen in US Translation<\/b> and click find<\/b> button, required coaching text gets opened up.
\nPlease refer below screen for your reference.<\/p>\n

\"Workflow<\/p>\n

Now click on the Caption Code hyperlink. Then below screen will appear.<\/p>\n

\"Workflow<\/p>\n

Click the change button, then enter the required message under \u201cUS Translation\u201d and \u201cUK Translation \u201cwhich you want to show in notification.<\/p>\n

\"Img4\"<\/a><\/p>\n

Here is how the text will appear.<\/p>\n

\"Img5\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Hello readers! How many of you find the coaching texts on CRM screens helpful? Most of the people disable these or remove them from the screen. Well, can this area be customized in order to make it more interesting? For e.g. In my organization login page for all the users is set to Calendar and\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[64,73,332,351],"tags":[696,740,1698],"class_list":["post-4660","post","type-post","status-publish","format-standard","hentry","category-coaching","category-configuration","category-sage-crm","category-screen-sage-crm","tag-coaching-text","tag-configuration","tag-on-screen"],"yoast_head":"\nInteractive Coaching Text - 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\/2013\/09\/20\/interactive-coaching-text\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Interactive Coaching Text - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Hello readers! How many of you find the coaching texts on CRM screens helpful? Most of the people disable these or remove them from the screen. Well, can this area be customized in order to make it more interesting? 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