Tab customization actions

To choose the type of screen that's displayed when a user selects a tab, select an action from System Act (on the Customize Tabs screen) when you create the tab. Note that if you have the Extensibility Module you will first need to select Other from the Action field before these System Actions are displayed. Screens include standard Sage CRM screens and lists, and screens you created in <My Profile> | Administration | Customization. If you have the Extensibility Module you can even display Web pages or custom files you created using ASP pages. For more information, see the Developer Help on the Sage CRM Help Center.

It is important that you review all the System Actions available to you. Selecting certain actions saves you the time and effort of creating an ASP page each time you want to run a standard Sage CRM screen or list.

Each option in the list corresponds to a standard Sage CRM screen, list, or screen area except customfile and customurl, which display custom files and Web pages, respectively.

• List actions
• Related List actions
• Summary actions
• Entry actions
• Edit and Progress actions
• Find actions
• Tab actions
• Other actions