Modifying menus and backend database

Hi

Quite new to the SageCRM and I have been asked to modify the customers screens

I am quite happy moving fields around but I have two fundamental quesitons

1. What menus can be modified ie under say the MyCRM there is a list of menu entries such as Person, Case etc Can that menu be modified or added to or are certain menu items fixed ?

2. Can the SQL database backend be modified ie table fields added

The reason I ask this one is that in their current system they have a field called SAGE but this is just a text field where they enter 23, 45 etc. I want to create a DOB calendar select and then once they have selected a date it calculates the age and populates the field BUT when I try and add a date field it asks me for a column id which obviously doesnt exist..does that make sense ?

thanks

Parents
  • If you want to change the menus in the My CRM areas you do that through Administration - Advanced Customisation - System Menus - User

    If you want to alter what is under Team CRM, go to the same place, but instead of User choose Channel

    Personally I tend not to delete entries unless I have to. I tend to put 1=0 is the SQL filter. As 1 is never equal to 0 it returns false, which effectively hides the menu entry.

    Yes, you can add new fields to CRM: https://help.sagecrm.com/on_premise/en/2020R1/Administration/Content/Administrator/FC_FAQs.htm

    First you create them, then you add them to a screen. The help files will provide most of what you need.

  • Thanks for that but what determines which menu entries are shown in the MyCRM. At the moment only 4 of the entries ( Dashboard,Calendar,Cases,Leads ) show under the MyCRM entry but I cant work out why ?

  • When in My CRM (e.g. looking at the calendar) there will be three little dots after the last tab, click on this to see all of the tabs available to you. Some of them might have been hidden. (note this is per user) for example Contacts and Opportunity

    Some are controlled by the Preferences (e.g. Solutions & Outbound Calls)

    Others are controlled by user access via the user account (e.g. Forecast), or by Security Profiles (Leads, Opportunities and Cases) so if the user doesn't have permission to an area then all tabs will have been suppressed for them.

    Some are even controlled by the CRM Licence (If you only have CRM Customer Service, edition you get access to Cases but not Opportunities) 

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  • When in My CRM (e.g. looking at the calendar) there will be three little dots after the last tab, click on this to see all of the tabs available to you. Some of them might have been hidden. (note this is per user) for example Contacts and Opportunity

    Some are controlled by the Preferences (e.g. Solutions & Outbound Calls)

    Others are controlled by user access via the user account (e.g. Forecast), or by Security Profiles (Leads, Opportunities and Cases) so if the user doesn't have permission to an area then all tabs will have been suppressed for them.

    Some are even controlled by the CRM Licence (If you only have CRM Customer Service, edition you get access to Cases but not Opportunities) 

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