Step 5: Add a tab that opens the ASP page
- Go to <My Profile> | Administration | Customization | Company | Tabs.
- Click the Company tab group.
- Use the following options:
- Caption. Enter Invoices.
- Action. Select customfile.
- Custom File. Enter Invoices.asp.
- 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.