Creating a new tab group
When you link to a new table in the Sage CRM database or from an external database, you can create a new group of tabs to display the lists, screens, and charts for that table. To display the new tab group, link it to a main menu button.
These steps create a new tab group from a newly connected table.
- Log on to Sage CRM as a system administrator.
- Go to <My Profile> | Administration | Customization | <Entity> | Tabs.
- Click New, enter a tab name in Name, and then click Save.
The new tab group is displayed in the list of tab groups. - Click the tab group name.
- Add new tabs to the tab group.
- Click Update and then click Save.
To view the tab group, create a new main menu button and link it to an ASP page that calls the tab group. When the user clicks the new menu button, the tabs in the new tab group are displayed.