The use of mobile for any kind of activity is a very common thing now. People expect to get things done on their fingertips. The same principle applies to Sage CRM as well.
There are two ways to access Sage CRM on your mobile. It has a dedicated mobile app and a mobile view. The mobile view is nothing but accessing Sage CRM through the mobile browser. It’s a very user friendly and easy to use option. It supports functionality like viewing data, adding or modifying data, Reports, etc.
In today’s blog will specifically focus on how we can override the default behaviour of home page in mobile view.
New Stuff: Validation Error on Custom Entities in Sage CRM
As we know in the desktop version, we can set the default page or home page for business users once they login to the Sage CRM. But when we login to the Sage CRM using a mobile browser, the default page opens Calendar. There is no such option available from front end or from application to change the default page for the mobile view. We will explain how to change this default page from Calendar to Opportunity list for the mobile view.
Below are the steps that you need to follow:
1) Go to “\ WWWRoot\mobile\logon\logon.html”.
2) Open login.html and go to line number 83.
3) Make changes from “action=”#ewarepath#/go”” to “action= “#ewarepath#/go?B=opportunitylistblock”.
After doing changes this would bring users to the opportunity list post their log into the Sage CRM mobile view.
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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.