There are 3 ways of refreshing a screen in CRM.
1. The best way for a user to refresh a screen, for example a listing of Communications under the My CRM area, is to click the tab in the menu. This recalls the URL and refreshes the page safely. This is the way of refreshing a screen that should be taught to users.
Internet Explorer provides 2 other ways of refreshing the page.
2. Calling refresh from the browser toolbar. This is the same as hitting the f5 key. If you do this then it will refresh the CRM screen based on the URL in the address bar. Typically this will be
http://severname/installname/eware.dll/go
The effect of resubmitting this to the server will be to reload the page the user sees when they enter the system. So if you are looking at a company summary screen when you hit f5 you may be taken to the My CRM > Quick Start page.
3. You can also refresh the page by right clicking within the page and selecting refresh. Sage CRM is a frames based application. When you select to refresh within a single page, then only that page's URL is submitted.
This can be troublesome in some circumstances. If the user selects 'right click>refresh' just after a record has been saved, then there is a risk of a duplicate record being created.
This is because when a page is refreshed it will resend the information that was previously submitted. So if you have just clicked save on a record then the same data will be sent to the server again, and a duplicate entry will be created.
When you do try and refresh the page using 'right click > refresh' then you will get a dialog offering you the information:
Here the user can cancel and the data will not be resubmitted.
The first thing that a System Administrator can do you avoid this problem is train the users to use the first method described above when they need to refresh a screen. Clicking the tab again is safe and will not result in the risk of data duplication.
The second thing that can be done is to disable or alter the right click menus on the screens where this is a problem.
Below is some script that can be added to the custom_content box of a list or summary screen that will disable the right mouse click in Internet Explorer in CRM screens
1. The best way for a user to refresh a screen, for example a listing of Communications under the My CRM area, is to click the tab in the menu. This recalls the URL and refreshes the page safely. This is the way of refreshing a screen that should be taught to users.
Internet Explorer provides 2 other ways of refreshing the page.
2. Calling refresh from the browser toolbar. This is the same as hitting the f5 key. If you do this then it will refresh the CRM screen based on the URL in the address bar. Typically this will be
http://severname/installname/eware.dll/go
The effect of resubmitting this to the server will be to reload the page the user sees when they enter the system. So if you are looking at a company summary screen when you hit f5 you may be taken to the My CRM > Quick Start page.
3. You can also refresh the page by right clicking within the page and selecting refresh. Sage CRM is a frames based application. When you select to refresh within a single page, then only that page's URL is submitted.
This can be troublesome in some circumstances. If the user selects 'right click>refresh' just after a record has been saved, then there is a risk of a duplicate record being created.
This is because when a page is refreshed it will resend the information that was previously submitted. So if you have just clicked save on a record then the same data will be sent to the server again, and a duplicate entry will be created.
When you do try and refresh the page using 'right click > refresh' then you will get a dialog offering you the information:
"To display the webpage again, Internet Explorer needs to resend the
information you've previously submitted.
If you were making a purchase, you should click the Cancel to avoid
aduplicate transaction. Otherwise, click Retry to display the webpage
again."
Here the user can cancel and the data will not be resubmitted.
The first thing that a System Administrator can do you avoid this problem is train the users to use the first method described above when they need to refresh a screen. Clicking the tab again is safe and will not result in the risk of data duplication.
The second thing that can be done is to disable or alter the right click menus on the screens where this is a problem.
Below is some script that can be added to the custom_content box of a list or summary screen that will disable the right mouse click in Internet Explorer in CRM screens