{"id":9451,"date":"2015-01-09T09:05:58","date_gmt":"2015-01-09T09:05:58","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9451"},"modified":"2015-01-09T09:05:58","modified_gmt":"2015-01-09T09:05:58","slug":"how-to-add-or-remove-tabs-from-my-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/01\/09\/how-to-add-or-remove-tabs-from-my-crm\/","title":{"rendered":"How to Add or Remove tabs from My CRM"},"content":{"rendered":"

While browsing through Sage CRM Forums, we came across a forum in which a user wanted to understand how to add or remove a tab under My CRM. In this blog post, we will explain how it can be done with an example.
\nNew Stuff<\/em><\/strong>:<\/span> Opening Asp.Net page in CRM 7.2 without losing context menus<\/a>
\nConsider an example where a user wants to add Contracts<\/strong> tab under My CRM. This can be easily achieved by following below steps.
\n1) Navigate to Administration | Advanced Customization | System Menus.
\n\"Img1\"<\/a>
\n2) Click on User<\/strong> Tab Group Name which consist of all tabs that are added in My CRM area and you will see Customization section.
\n\"Img2\"<\/a>
\n3) Suppose you wanted to add Contracts tab which is designed by ASP page. You need to fill in details as shown below.
\n\"Img3\"<\/a>
\nCaption\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 : Contracts
\nAction\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 : customfile
\nCustom File\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 : Contract\/ContractUser.asp
\nClick on Add<\/strong> button and then Click on Save<\/strong> button.
\nNote:<\/span>
\n<\/strong>Here Custom File parameter is added under the assumption that ContractUser.asp is the name of the page that you have designed and it is located under Contract folder of Custom Pages.
\n4) Suppose you wanted to add Contracts tab which is designed by Sage CRM .NET SDK code. Then you need to fill details as shown below.
\n\"Img4\"<\/a>
\nCaption\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 : Contracts
\nAction\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 : customdotnetdll
\nCustom File\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 : RunContractUserPage
\nClick on Add<\/strong> button and Click on Save<\/strong> button.
\nNote:<\/span>
\n<\/strong>Here Custom File parameter is added under the assumption that RunContractUserPage\u00a0is the name of the page that you have designed.
\n5) To remove existing tab, you just need to select the Tab from the Desktop HTML Tab Group Contents and simply click on Remove button. Then click on Save<\/strong> button.
\nYou can go back to your My CRM and see that the Tab has been created. User can follow similar steps to add any tab. However, you just need to know respective Tab Group Name.
\nAlso Read:<\/strong><\/span>
\n<\/em>1) Twitter account under My CRM Sage CRM 7.2
\n<\/a>2)\u00a0Tab Control in Sage CRM v7.2
\n<\/a>3)\u00a0SQL Database Backup Through My CRM
\n<\/a>4)\u00a0Refresh My CRM Buckets Automatically
\n<\/a>5)\u00a0Display List of Persons in MY CRM with Filtration criteria on Title Code & Status<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

While browsing through Sage CRM Forums, we came across a forum in which a user wanted to understand how to add or remove a tab under My CRM. In this blog post, we will explain how it can be done with an example. New Stuff: Opening Asp.Net page in CRM 7.2 without losing context menus\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14,83,255,316,332,336,337,342,391,392],"tags":[511,1656,1908,2010,2030,2031,2033,2035,2393,2396],"class_list":["post-9451","post","type-post","status-publish","format-standard","hentry","category-add","category-crm72","category-my-crm","category-remove","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm7-3","category-tab","category-tab-group","tag-add","tag-my-crm","tag-remove","tag-sage-crm","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-sage-crm-7-2","tag-sage-crm-7-3","tag-tab","tag-tab-group"],"yoast_head":"\nHow to Add or Remove tabs from My CRM - 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\/2015\/01\/09\/how-to-add-or-remove-tabs-from-my-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Add or Remove tabs from My CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"While browsing through Sage CRM Forums, we came across a forum in which a user wanted to understand how to add or remove a tab under My CRM. 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