Opening multiple read-only tabs

When working with standard entity records such as Company, Lead, or Opportunity, you may need to constantly switch between their tabs to view the information provided there. You can avoid the switching by opening entity tabs in separate read-only browser tabs. Then, you can arrange the browser tabs on your monitor to view them all at once.

To check if you can open a read-only tab from an entity tab, point to the entity icon provided on the tab. If the Open in read-only tab tooltip displays, click the icon to open a read-only browser tab.

For example, on the Summary tab of a Person record, click Person entity .

To edit the information displayed on a read-only tab, return to the original tab from which you opened the read-only tab.

You can open the following Sage CRM tabs in read-only mode:

Tab	Read-only mode available on
Addresses	Company and Person entities
Attachments	Standard entities on which this tab is available
Campaign List	Standard entities on which this tab is available
Cases	Company, Person, and Solution entities My CRM menu Team CRM menu
Communications	Standard entities except Communication
Company Team	Company entity
Documents	Standard entities except Communication
External Attendees	Standard entities on which this tab is available
Groups	Standard entities on which this tab is available My CRM menu
Leads	My CRM menu Team CRM menu
Notes	Standard entities except Communication
Opportunities	Company and Person entities My CRM menu Team CRM menu
People	Company and Person entities
Phone/email	Company and Person entities
Quick Look	Company and Person entities
Solutions	Case entity Team CRM menu
Summary	Standard entities except Communication, Quote, and Order
Tracking	Standard entities except Communication and Solution