{"id":7785,"date":"2014-05-07T07:14:52","date_gmt":"2014-05-07T07:14:52","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=7785"},"modified":"2014-05-07T07:14:52","modified_gmt":"2014-05-07T07:14:52","slug":"log-me-in-to-custom-page","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/07\/log-me-in-to-custom-page\/","title":{"rendered":"Log Me In To Custom Page"},"content":{"rendered":"<p>Less number of clicks, faster work! It\u2019s a simple fundamental. <b>Log Me In To<\/b> is one of the configurations in SageCRM where user can decide which page should be displayed as soon as he logs into Sage CRM. This field has different options like Calendar, Splash Screen and Dashboard etc. available by standard. Now as CRM supports extensive customizations, your client may ask for a change to land on custom entity page added to My CRM as soon as logged in. Here is how you can achieve the same.<br \/>\n<span style=\"color: #993300;\"><em><strong>The New Stuff:<\/strong><\/em><\/span><a title=\"Sage CRM 7.2 Client Side API Manipulate List Block Columns\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/03\/sage-crm-7-2-client-side-api-manipulate-list-block-columns\/\" target=\"_blank\"> Sage CRM 7.2 Client Side API Manipulate List Block Columns<\/a><br \/>\nI have created an entity named <b>Tasks<\/b> using entity wizard component. And this entity is owned by Opportunity and added it to <b>My CRM<\/b> and <b>Team CRM<\/b> contexts. Upon installation, this component will add all necessary pages to the <b>Custom Pages<\/b> folder of CRM directory.<br \/>\nNow, to ask CRM to log in to custom page of this entity under My CRM where list of all tasks are displayed, you will have to enter following translations.<br \/>\nGo to <b>Administration | Customization | Translation.<\/b> Click on new and enter details as below.<br \/>\n<b>Caption Code:<\/b> Task\/TaskUser.asp<br \/>\n<b>Caption Family:<\/b> DefaultToDo<br \/>\n<b>Caption Family Type:<\/b> Choices<br \/>\n<b>US Translations:<\/b> Welcome<br \/>\n<b>UK Translations:<\/b> Welcome<br \/>\nThis will add one more option to <b>Log Me In To<\/b> selection as shown in following screenshot.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/05\/Image-1.jpg\" target=\"_blank\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter  wp-image-7786\" alt=\"Image-1\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/05\/Image-1.jpg\" width=\"623\" height=\"228\" \/><\/a><br \/>\nNow that we have <b>My Tasks<\/b> option in <b>Log Me In To<\/b> selection, select it and click save. Just log off and log in again. Now user will be able to view tasks assigned to him as soon as he logs into CRM.<\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/05\/Image-2.jpg\" target=\"_blank\"><img decoding=\"async\" class=\"aligncenter  wp-image-7787\" alt=\"Image-2\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/05\/Image-2.jpg\" width=\"576\" height=\"162\" \/><\/a><\/p>\n<p style=\"text-align: left;\"><span style=\"color: #993300;\"><em><strong>Also Read:<\/strong><\/em><\/span><br \/>\n1) <a title=\"Log Me Into the particular area of CRM\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/04\/06\/log-me-into-the-particular-area-of-crm\/\" target=\"_blank\">Log Me Into the particular area of CRM<\/a><br \/>\n2) <a title=\"Change the default page that appears after successful login to Self Service Support Site\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/07\/30\/change-the-default-page-that-appears-after-successful-login-to-self-service-support-site\/\" target=\"_blank\">Change the default page that appears after successful login to Self Service Support Site<\/a><br \/>\n3) <a title=\"External CRM Login and Handling Utility\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2008\/12\/20\/external-crm-login-and-handling-utility\/\" target=\"_blank\">External CRM Login and Handling Utility<\/a><br \/>\n4) <a title=\"401 \u2013 Unauthorized Access is denied due to invalid credentials in Sage CRM\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/04\/29\/401-unauthorized-access-is-denied-due-to-invalid-credentials-in-sage-crm\/\" target=\"_blank\">401 \u2013 Unauthorized Access is denied due to invalid credentials in Sage CRM<\/a><br \/>\n5) <a title=\"IP address can\u2019t be determined error while registering SageCRM 7.2\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/04\/03\/ip-address-cant-be-determined-error-while-registering-sagecrm-7-2\/\" target=\"_blank\">IP address can\u2019t be determined error while registering SageCRM 7.2<\/a><\/p>\n<p style=\"text-align: left;\">\n","protected":false},"excerpt":{"rendered":"<p>Less number of clicks, faster work! It\u2019s a simple fundamental. Log Me In To is one of the configurations in SageCRM where user can decide which page should be displayed as soon as he logs into Sage CRM. This field has different options like Calendar, Splash Screen and Dashboard etc. available by standard. Now as\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/07\/log-me-in-to-custom-page\/\">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":[73,95,223,255,332,408,1],"tags":[740,870,1540,1656,2470],"class_list":["post-7785","post","type-post","status-publish","format-standard","hentry","category-configuration","category-custom-page-sage-crm","category-log-me-in-to","category-my-crm","category-sage-crm","category-translations","category-uncategorized","tag-configuration","tag-custom-page","tag-log-me-in-to","tag-my-crm","tag-translations"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Log Me In To Custom Page - 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\/2014\/05\/07\/log-me-in-to-custom-page\/\" \/>\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 Custom Page - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Less number of clicks, faster work! It\u2019s a simple fundamental. Log Me In To is one of the configurations in SageCRM where user can decide which page should be displayed as soon as he logs into Sage CRM. This field has different options like Calendar, Splash Screen and Dashboard etc. available by standard. Now as\u2026 Read More &raquo;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/07\/log-me-in-to-custom-page\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-05-07T07:14:52+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/05\/Image-1.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\/2014\/05\/07\/log-me-in-to-custom-page\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/07\/log-me-in-to-custom-page\/\",\"name\":\"Log Me In To Custom Page - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/07\/log-me-in-to-custom-page\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/07\/log-me-in-to-custom-page\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/05\/Image-1.jpg\",\"datePublished\":\"2014-05-07T07:14:52+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/07\/log-me-in-to-custom-page\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/07\/log-me-in-to-custom-page\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/07\/log-me-in-to-custom-page\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/05\/Image-1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/05\/Image-1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/05\/07\/log-me-in-to-custom-page\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Log Me In To Custom Page\"}]},{\"@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. 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