Step 5: Add a tab that opens the ASP page

  1. Go to <My Profile> | Administration | Customization | Company | Tabs.
  2. Click the Company tab group.
  3. Use the following options:
    • Caption. Enter Invoices.
    • Action. Select customfile.
    • Custom File. Enter Invoices.asp.
  4. Click Add and then click Save.

Now, when you open a Company record in Sage CRM and click the Invoices tab, a list of invoices for the Company record is displayed.