A customer asked for guidance whether screens in Sage CRM could be opened up into new browser tabs or windows.
The definitive statement is tucked away in the patch release notes for Sage CRM 7.2 e.
"0-154083-QA User Interface A user wanted to open a case in a new tab in order to assign it to someone. This is by design. Sage CRM can be used in one tab only."
The reality is a little more nuanced. It is possible to open screens in new browser tabs or windows. There are lots of places within Sage CRM where pop-up windows are used.
Notably, they are used around E-marketing, within the Outbound calls screens and even the Profile menu pops open a link to the community in a new window. This is controlled by a metadata flag 'Tabs_NewWindow' in the custom_tabs table.
You can investigate this yourself within the database:
select * from custom_tabs where Tabs_NewWindow is not null
Please note that this 'pop up' mechanism is available only for system screens. There is no way to define this through the Admin Screens and is specifically excluded from the documentation.
And it is also important to understand that when these options are called the key aspect is that they do not wrap the page in any additional navigation. They don't have any menu on the page. You are supposed to allow the user to do one action and then close the window. You are certainly not able to open a window and then browse off elsewhere within that new window.
If this were to happen Sage CRM would lose track of its session information and you would most likely end up on a logon screen. This all became a very noticeable issue in Sage CRM 7.2 when the use of framesets was dropped and Sage CRM became by design a single page application.
Nevertheless, it is possible (and desirable) in some cases to call a screen in a new browser window. And the APIs allow for this.
The COM API used in Button method within classic ASP pages has the concept of a target allowing a URL to be opened in a new window.
An example of calling a popup screen using the client-side API can be found here:
The important part of the URL used to call the Sage CRM screen in a new window is "&PopupWin=Y". The flag PopupWin=Y tells Sage CRM not to draw the Main Menu and TopContent including any Tab Menu for the new page. And that in turn removes the risk of losing session context.