When working with standard entity records like Company, Lead, or Opportunity, users often had to switch between their respective tabs to access the necessary information. Sage CRM provides hyperlinks so that users can use in a convenient way to access the actual records. However, the issue arises as these hyperlinks open in the current window, requiring a significant number of clicks to go back and forth between records.
With Sage CRM 2023R2, you can now eliminate the need for switching by opening entity tabs in separate browser windows. This feature allows you to arrange these browser windows on your monitor, enabling you to have all the records visible simultaneously.
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To verify, if you can open a read-only browser tab from an entity tab, hover your cursor over the entity icon located under the tabs. If the tooltip “ReadOnlyHint” appears, click the icon to open a read-only browser tab.
For example, on the Summary tab of a Company record, click on Company icon. Refer below screenshot.
If we clicked on Company icon then another browser tab will open with read-only content. Refer below screenshot.
In the screenshot above, you’ll notice that the Company’s information is displayed in read-only content, but there are still hyperlinks available. For example, you can see hyperlinks for the Website, Phone/Email, and the First Name/Last Name of the person. Please refer below screenshot.
If user clicks on one of the hyperlinks, the displayed information is also in a read-only format, means user can’t edit that record. For an example, if user clicks on a person’s first name, the person’s data will be displayed in a read-only format within that window. Refer below screenshot.
You can open the following Sage CRM tabs in read-only mode:
| Tab | Read-only mode available on |
| Addresses | Company and Person entities |
| Attachments | Standard entities on which this tab is available |
| Campaign List | Standard entities on which this tab is available |
| Cases | Company, Person, and Solution entities My CRM menu Team CRM menu |
| Communications | Standard entities except Communication |
| Company Team | Company Entity |
| Documents | Standard entities except Communication |
| External Attendees | Standard entities on which this tab is available |
| Groups | Standard entities on which this tab is available My CRM menu |
| Leads | My CRM menu Team CRM menu |
| Notes | Standard entities except Communication |
| Opportunities | Company and Person entities My CRM menu Team CRM menu |
| People | Company and Person entities |
| Phone/email | Company and Person entities |
| Quick Look | Company and Person entities |
| Solutions | Case entity Team CRM menu |
| Summary | Standard entities except Communication, Quote, and Order |
| Tracking | Standard entities except Communication and Solution |
Note: This feature has reduced the number of clicks required to switch from record to record. To edit the information displayed in a read-only browser tab, users will need to go to actual records as hyperlinks navigation doesn’t allow record to be edited.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.
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.