Customizing onscreen coaching

Onscreen coaching is displayed in a panel on Sage CRM screens. It provides general information and tips about the screens to users. You can add new coaching text, modify existing captions, or copy text initially intended for one screen and use it in a different context.

  1. Enable coaching captions in <My Profile> | Administration | System | System Behavior | Allow Coaching In CRM.
  2. Click <My Profile> | Administration | Customization | Translations.
  3. Select Inline coaching captions editing. A new Add /Edit Coaching Text link is displayed at the top of every screen. This link lets you add or edit the coaching text for the current screen.
  4. Navigate to the screen where you want to add new on-screen coaching text.
    For example, click New | Company. Enter a name in Company Name and click Enter Company Details.
  5. Click Add/Edit Coaching Text at the top of the screen. The Onscreen coaching page is displayed in a new window.
  6. Select Create new on-screen coaching text.
    • To re-use text from another screen, select Re-use existing on-screen coaching text. Any changes you make to the coaching text appear on all other screens that use this text.
    • To re-use text from another screen, select Clone existing on-screen coaching text. Any changes you make to the coaching text does not appear on other screens.
  7. Enter the text you want to display in the onscreen coaching and click Save. You can use basic HTML bold and bullet list commands to customize the way your onscreen coaching text is displayed. The updated coaching caption is displayed at the top of the screen.
  8. Click <My Profile> | Administration | Customization | Translations.
  9. Unselect Inline Coaching Captions Editing. The Add/Edit Coaching Text link is removed from all screens.