Log Me In To is one of the important configurations in Sage CRM, through which user can Log on particular page which he wish to displayed as he Logs into Sage CRM. So it reduced the number of clicks to go on that page. And Obviously Time also. This field has number of options like Calendar, Groups and Dashboard etc. Here is how you can achieve the same.
In this blog, we are going to see how to go directly on Calendar Tasks list as soon as logs into the CRM. Recently from one of our client we came across a question wherein user wanted to go directly on Calendar Task tab as soon as log in.
So, to achieve this there is setting that we have to do at CRM. Continue reading below to see how to achieve it.
- Login to Sage CRM.
- Navigate to below path.
Administration | Preferences. - Click on Change button
- Select Calendar from Log me In To selection field
- Select Tasks from Calendar View selection field
- Click on Save Button.
Now whenever you login to Sage CRM you should be navigated directly to Calendar Tab. You can also setup other My CRM tab as you login preference. Hope this information helps.
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Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes add-ons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.