tabsscreenssage-crm

Sage CRM - See the name of the screens used in a tab?

As the title says, if i want to know the name of screens to then know what screen to customize, how do i know it?

For example, if i go to a Company and im in the tab Summary, how do i know what screens/blocks etc im seeing

Solution

  • The easiest way to do this is to go to: Administration -> Customisation -> (any entity) -> Screens The tick the "Inline Customisation" tickbox, just below the tabs:

    Sage CRM - Inline Customisation - Six Ticks Limited

    Then, go back to the Main Menu and go to any Company record. You will see the inline customisation options at the top of each screen:

    Sage CRM - Customise Screen - Six Ticks Limited

    Click the "Customise Screen" link and a pop-up will appear (make sure you don't have a pop-up blocker). At the top of that pop-up, it will tell you the Screen name:

    Sage CRM - Screen Customisation Pop-up - Six Ticks Limited

    You can either customise the screen from this pop-up, or go back into the Administration section, find the screen, and customise it from there.

    I hope that helps!

    Six Ticks Limited