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Blog Post:
Adding Extra Buttons to the Saved Search Screen
Jeff Richards
Sage CRM has a feature called Button Groups that allow a system administrator to add buttons to System Screens. I have discussed Button Groups in several articles. Adding Buttons and Customizing the Email Screens Adding Buttons and Customizing the Outbound Call Screens But not all system...
on
14 Sep 2010
Blog Post:
Adding a Hot Key keystroke to a Custom Button (added using Button Groups)
Jeff Richards
Sage CRM uses Hot Keys to allow users to access some screen actions using Key Strokes rather than just using the mouse. This has been discussed before in the article " Get to your data quicker using shortcuts ". We can add new custom action buttons to screens like the Company Summary screen...
on
13 Apr 2012
Blog Post:
Adding Extra Buttons to the Group Details Screen
Jeff Richards
I have written another article that discusses how to add an extra button to the Saved Search Screen . That article discussed how most system screens can have additional action buttons added to them using the Buttons Group feature. But two important exceptions are the Saved Search screen and the Group...
on
14 Sep 2010
Blog Post:
How Sage CRM Hot Keys work
Jeff Richards
Previous articles have discussed how Hot Keys can be added into Sage CRM. Get to your data quicker using shortcuts Adding a Hot Key keystroke to a Custom Button (added using Button Groups) What these articles have not explained is how the Hot Keys are implemented as code within the Sage...
on
13 Apr 2012
Blog Post:
Hot Keys in Different Browsers
Jeff Richards
The article " How Sage CRM Hot Keys work " explained how Hot Keys are implemented using the hyperlink AccessKey property in a browser. That article explained how the Case Summary screen has a series of Hot Keys associated with the different actions buttons on the screen. These were implemented...
on
27 Apr 2012
Blog Post:
Choices in Customizing Lists
Jeff Richards
You only need to follow the tags " List Page " or " List Block " to see that there have been lots of articles written already about how lists can be customized. In this article I want to step back and bring all these points together so we can see the range of options that we have...
on
16 Jun 2009
Blog Post:
A short round up of articles about using Button Groups
Jeff Richards
Sage CRM has a feature called Button Groups that allow a system administrator to add buttons to System Screens. You can add buttons to most system screens by using the Button Group feature. Adding Buttons and Customizing the Email Screens Adding a Print Button to a System Screen in Sage CRM...
on
18 Aug 2015