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  • A component to add 'Companies' and 'People' tabs to the My CRM Menu

    A new component has been added to the Example Components & Developer Resources (All Versions) download section. The new component will add two new tabs to the My CRM menu. The tabs will display the Companies and People assigned to the logged on user.

  • How to Hide the Assigned User Column in the Case List when in My CRM context

    A customer had the requirement to hide the column "Assigned To" from the Case List in the MyCRM menu. but show it in other contexts like company, person and especially Team? Note : This would be the same idea for any List called from the My CRM…

  • Adding Extra Buttons to the Group Details Screen

    I have written another article that discusses how to add an extra button to the Saved Search Screen . That article discussed how most system screens can have additional action buttons added to them using the Buttons Group feature. But two important…

  • Adding Extra Buttons to the Saved Search Screen

    Sage CRM has a feature called Button Groups that allow a system administrator to add buttons to System Screens. I have discussed Button Groups in several articles. Adding Buttons and Customizing the Email Screens Adding Buttons and Customizing the…

  • Extending the DefaultToDo options

    One of the nice features that exists in Sage CRM is the ability for a user to set their own preferences for the opening screen the user is shown when they logon. This is the field "Log Me In To" in the preferences screen. A user can logon to CRM and…

  • Custom List Gadget

    We created a custom entity "Job" with several user fields for various roles. The client wants a list gadget that displays a list of the custom entities when the current user is in any of the roles for the Job (My Jobs). I could set up a report if the…

  • Statistics for Opportunity Pipeline on My CRM is not updated correctly

    Hi, There are 2 issues when displaying the statistics of opportunities on My CRM: 1. Go to My CRM, click on Opportunities tab, and then the application displayed a list of my opportunities, and "Statistics for All Stage:" box correctly show the statistics…

*Community Hub is the new name for Sage City