{"id":4949,"date":"2013-10-10T08:18:45","date_gmt":"2013-10-10T08:18:45","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=4949"},"modified":"2013-10-10T08:18:45","modified_gmt":"2013-10-10T08:18:45","slug":"open-sage-crm-tabs-in-new-window","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/10\/open-sage-crm-tabs-in-new-window\/","title":{"rendered":"Open Sage CRM Tabs in New Window"},"content":{"rendered":"<p>Recently, we came across an opportunity, wherein client wanted us to open particular Sage CRM tabs in New window, when user clicks on it.<br \/>\n<em><strong><span style=\"color: #993300;\">The New Stuff:<\/span>\u00a0<\/strong><\/em><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/07\/show-campaignwave-activity-in-communication-screen\/\" target=\"_blank\">Show Campaign\/Wave Activity in Communication screen<\/a><br \/>\nSuppose you wanted to view all opportunities of a Company. However Company summary should also be available in front of you.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/10\/Opportunities1.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-4950\" alt=\"Opportunities1\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/10\/Opportunities1.jpg\" width=\"630\" height=\"221\" \/><\/a><span style=\"font-size: 14px; line-height: 1.6em;\">Hence, to take care of the above said requirement, we followed below mentioned steps.<br \/>\n<\/span>1) Login SQL Server and select Sage CRM database.<br \/>\n2) Click on <strong>New Query<\/strong> button and Execute below query.<br \/>\nSELECT Tabs_TabId, Tabs_Entity, Tabs_Caption, Tabs_NewWindow FROM Custom_Tabs\u00a0WHERE (Tabs_Entity =&#8217;company&#8217;)AND (Tabs_Caption=&#8217;Opportunities&#8217;)<br \/>\nAbove query will return the value of Tabs_NewWindow parameter\/column as NULL.<br \/>\n3) Update the above record for Tabs_NewWindow column as \u2018Y\u2019 as shown below.<br \/>\nUPDATE Custom_Tabs SET Tabs_NewWindow=&#8217;Y&#8217;\u00a0WHERE (Tabs_Entity=N&#8217;company&#8217;) AND (Tabs_Caption=&#8217;Opportunities&#8217;)AND Tabs_TabId=&#8217;330&#8242;<br \/>\nHere you need to use tab id as per the value which will be returned in the select statement mentioned<br \/>\nin the 4<sup>th<\/sup> point.<br \/>\n4) Now, login to Sage CRM and navigate to <strong>Administration<\/strong> |\u00a0<strong>System<\/strong> |\u00a0<strong>Metadata<\/strong>.<br \/>\n5) Check \u201c<strong>Refresh All<\/strong>\u201d checkbox and Click on <strong>Execute Refresh <\/strong>button to refresh Metadata.<br \/>\n6)<strong> Then Log off <\/strong>from CRM system and re-login to check the changes.<br \/>\n7) Now navigate to any Company Summary screen and click on the Opportunity tab and you will see the Opportunities related to that company in a new window.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/10\/Opportunities2.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-4951\" alt=\"Opportunities2\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/10\/Opportunities2.jpg\" width=\"630\" height=\"350\" \/><\/a><br \/>\nIn this way, user can view any information in a new window without actually navigating from Summary screen.\u00a0This function can be applied to any tab\/custom tab in Sage CRM and same works in all browsers.<br \/>\n<b>Also Read:<br \/>\n<\/b>1) <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/09\/06\/refresh-my-crm-buckets-automatically\/\" target=\"_blank\">Refresh My CRM Buckets Automatically<\/a><br \/>\n2) <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/09\/06\/more-levels-of-escalation\/\" target=\"_blank\">More Levels of Escalation<\/a><br \/>\n3) <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/26\/market-trend-right-on-your-dashboard\/\" target=\"_blank\">Market Trend Right On Your Dashboard<\/a><br \/>\n4) <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/20\/permissions-to-modify-the-crm-configurations\/\" target=\"_blank\">Permissions To Modify The CRM Configurations<\/a><br \/>\n5) <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/12\/charts-on-interactive-dashboard\/\" target=\"_blank\">Charts On Interactive Dashboard<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Recently, we came across an opportunity, wherein client wanted us to open particular Sage CRM tabs in New window, when user clicks on it. The New Stuff:\u00a0Show Campaign\/Wave Activity in Communication screen Suppose you wanted to view all opportunities of a Company. However Company summary should also be available in front of you. Hence, to\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/10\/open-sage-crm-tabs-in-new-window\/\">Read More &raquo;<\/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":[258,332,337,391],"tags":[],"class_list":["post-4949","post","type-post","status-publish","format-standard","hentry","category-new-window","category-sage-crm","category-sage-crm-7-2","category-tab"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Open Sage CRM Tabs in New Window - 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\/10\/10\/open-sage-crm-tabs-in-new-window\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Open Sage CRM Tabs in New Window - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Recently, we came across an opportunity, wherein client wanted us to open particular Sage CRM tabs in New window, when user clicks on it. The New Stuff:\u00a0Show Campaign\/Wave Activity in Communication screen Suppose you wanted to view all opportunities of a Company. However Company summary should also be available in front of you. Hence, to\u2026 Read More &raquo;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/10\/open-sage-crm-tabs-in-new-window\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2013-10-10T08:18:45+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/10\/Opportunities1.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/10\/open-sage-crm-tabs-in-new-window\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/10\/open-sage-crm-tabs-in-new-window\/\",\"name\":\"Open Sage CRM Tabs in New Window - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/10\/open-sage-crm-tabs-in-new-window\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/10\/open-sage-crm-tabs-in-new-window\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/10\/Opportunities1.jpg\",\"datePublished\":\"2013-10-10T08:18:45+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/10\/open-sage-crm-tabs-in-new-window\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/10\/open-sage-crm-tabs-in-new-window\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/10\/open-sage-crm-tabs-in-new-window\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/10\/Opportunities1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/10\/Opportunities1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/10\/open-sage-crm-tabs-in-new-window\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Open Sage CRM Tabs in New Window\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips &amp; tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Open Sage CRM Tabs in New Window - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/10\/open-sage-crm-tabs-in-new-window\/","og_locale":"en_US","og_type":"article","og_title":"Open Sage CRM Tabs in New Window - Sage CRM \u2013 Tips, Tricks and Components","og_description":"Recently, we came across an opportunity, wherein client wanted us to open particular Sage CRM tabs in New window, when user clicks on it. The New Stuff:\u00a0Show Campaign\/Wave Activity in Communication screen Suppose you wanted to view all opportunities of a Company. However Company summary should also be available in front of you. Hence, to\u2026 Read More &raquo;","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/10\/open-sage-crm-tabs-in-new-window\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2013-10-10T08:18:45+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/10\/Opportunities1.jpg","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/10\/open-sage-crm-tabs-in-new-window\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/10\/open-sage-crm-tabs-in-new-window\/","name":"Open Sage CRM Tabs in New Window - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/10\/open-sage-crm-tabs-in-new-window\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/10\/open-sage-crm-tabs-in-new-window\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/10\/Opportunities1.jpg","datePublished":"2013-10-10T08:18:45+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/10\/open-sage-crm-tabs-in-new-window\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/10\/open-sage-crm-tabs-in-new-window\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/10\/open-sage-crm-tabs-in-new-window\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/10\/Opportunities1.jpg","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/10\/Opportunities1.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/10\/open-sage-crm-tabs-in-new-window\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Open Sage CRM Tabs in New Window"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips &amp; tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/4949","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=4949"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/4949\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=4949"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=4949"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=4949"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}