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• An Example of Codeless Customization: Adding Extra User Record fields to the interface

  This article is based on a requirement that a customer had to store additional information about each user that was also under the control of the user. The original customer requirement was quite simple... Posted Sep 30 2009, 01:49 by Jeff Richards with | with no comments Filed under: Tab, System Actions, Menus, Runblock, tabs, system menus, screen, User Table

• Extending the Menus

  I have written before about extending the system menus. The previous article can be found here: http://dpp.sagecrm.com/blogs/hints_tips_and_tricks/archive/2007/10/07/extending-menus-using-runtabgroup-and... Posted Nov 11 2008, 08:40 by Jeff Richards with | with no comments Filed under: Component, Menus

• Customizing Outbound Call Tabs

  In Sage CRM when a user selects "Get a call" from an outbound call list, they will get a few tabs options at the top of the screen. by default thse are Company summary, person summary, quick... Posted Feb 28 2008, 10:00 by Jeff Richards with | with no comments Filed under: Tab, Menus, OutBound Calls

• Can we make the New button default to the New Person screen ?

  When you click on the 'New' button in the Main Menu, the system displays the New Company screen. Can we change this behaviour ? The initial reaction might be 'No', as the behaviour appears... Posted Feb 09 2008, 10:00 by Jeff Richards with | with no comments Filed under: Menus, Person

• Extending Menus using runtabgroup and tabgroupline

  This post is going to cover the creation of an Extension to the System Menus. In the above image you can see that the Menu Area below the recent list has been extended to include a new option to control... Posted Oct 07 2007, 10:00 by Jeff Richards with | with 2 comment(s) Filed under: Tab, custom captions, translations, custom entity, External Database, Menus