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  • Creating a button that only shows up inside a specific workflow rule

    I am currently working on implementing a workflow in Sage CRM 2019 R2 and wanted to add a button that creates a new Quotation inside my Proposal Submitted rule. When creating a button group the "Proposal Submitted" screen is not an option when picking…
  • A short round up of articles about using Button Groups

    A short round up of articles about using Button Groups

    Sage CRM has a feature called Button Groups that allows a system administrator to add buttons to System Screens. You can add buttons to most system screens by using the Button Group feature. Adding Buttons and Customizing the Email Screens Adding…

  • Hot Keys in Different Browsers

    The article " How Sage CRM Hot Keys work " explained how Hot Keys are implemented using the hyperlink AccessKey property in a browser. That article explained how the Case Summary screen has a series of Hot Keys associated with the different actions buttons…

  • How Sage CRM Hot Keys work

    Previous articles have discussed how Hot Keys can be added into Sage CRM. Get to your data quicker using shortcuts Adding a Hot Key keystroke to a Custom Button (added using Button Groups) What these articles have not explained is how the Hot…

  • Adding a Hot Key keystroke to a Custom Button (added using Button Groups)

    Sage CRM uses Hot Keys to allow users to access some screen actions using Key Strokes rather than just using the mouse. This has been discussed before in the article " Get to your data quicker using shortcuts ". We can add new custom action buttons…

  • 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…

  • Choices in Customizing Lists

    You only need to follow the tags " List Page " or " List Block " to see that there have been lots of articles written already about how lists can be customized. In this article I want to step back and bring all these points together so we can see the…

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