User contributions for Sagecrmw
From Accelerator for SageCRM
26 June 2026
- 16:4616:46, 26 June 2026 diff hist −2,657 Gmail Tabs and Lists No edit summary
- 16:4316:43, 26 June 2026 diff hist −643 Gmail Tabs and Lists No edit summary
- 16:4016:40, 26 June 2026 diff hist +1,094 Tabs and Lists Undo revision 2931 by Sagecrmw (talk) current Tag: Undo
- 16:4016:40, 26 June 2026 diff hist −1,094 Tabs and Lists No edit summary Tag: Reverted
- 16:3216:32, 26 June 2026 diff hist +4,694 N Gmail Tabs and Lists Created page with "The tabs we are referring to here are against the Entity EG File:Screenshot_2026-06-26_162513.png Hovering over the tabs tells you what is behind it. Lists also have an internal and external link allowing you to navigate into that record in the task pane or in CRM. ----- Customizing A. List fields are controlled by the screens "ENTITYOfficeintSmall" in CRM. The number of columns displayed is controlled at the user level in their local settings (List Column Cou..."
- 16:2516:25, 26 June 2026 diff hist 0 N File:Screenshot 2026-06-26 162513.png No edit summary current
- 16:1716:17, 26 June 2026 diff hist −45 MediaWiki:Sidebar No edit summary
- 16:1416:14, 26 June 2026 diff hist −39 Summary Screens No edit summary Tag: Reverted
- 16:1316:13, 26 June 2026 diff hist 0 N File:Screenshot 2026-06-26 161325.png No edit summary current
- 15:4815:48, 26 June 2026 diff hist +20 Summary Screens No edit summary Tag: Reverted
- 15:4715:47, 26 June 2026 diff hist 0 N File:Screenshot 2026-06-26 154658.png No edit summary current
- 15:4115:41, 26 June 2026 diff hist −358 Summary Screens No edit summary Tag: Reverted
- 15:2515:25, 26 June 2026 diff hist 0 N File:Screenshot 2026-06-26 152456.png No edit summary current
- 15:2215:22, 26 June 2026 diff hist 0 N File:Screenshot 2026-06-26 152238.png No edit summary current
- 15:2215:22, 26 June 2026 diff hist 0 N File:Screenshot 2026-06-26 152142.png No edit summary current
- 15:1015:10, 26 June 2026 diff hist 0 N File:Screenshot 2026-06-26 151039.png No edit summary current
- 14:5214:52, 26 June 2026 diff hist −312 Gmail New No edit summary
- 14:4914:49, 26 June 2026 diff hist −512 Gmail New No edit summary
- 14:4814:48, 26 June 2026 diff hist 0 N File:Screenshot 2026-06-26 144356.png No edit summary current
- 14:2814:28, 26 June 2026 diff hist +42 Gmail New No edit summary
- 14:2614:26, 26 June 2026 diff hist 0 N File:Screenshot 2026-06-26 142642.png No edit summary current
- 14:2414:24, 26 June 2026 diff hist +10,461 N Gmail New Created page with "The NEW menu is available on all menu bars in the task pane. File:Screenshot_2026-06-26_142113.png File:Screenshot_2026-06-26_142408.png Clicking on an item loads a modal with the fields on it. The context with which something is created is important as this will preset some fields. Click Save to Save the record and then the UI will show the summary of this record. ----- Deduplication is available on the company File:new3.jpg and person screens (l..."
- 14:2414:24, 26 June 2026 diff hist 0 N File:Screenshot 2026-06-26 142408.png No edit summary current
- 14:2114:21, 26 June 2026 diff hist 0 N File:Screenshot 2026-06-26 142113.png No edit summary current
- 14:1014:10, 26 June 2026 diff hist −45 Gmail Search No edit summary current
- 14:0714:07, 26 June 2026 diff hist 0 N File:Screenshot 2026-06-26 140726.png No edit summary current
- 14:0514:05, 26 June 2026 diff hist 0 N File:Screenshot 2026-06-26 140510.png No edit summary current
- 13:5213:52, 26 June 2026 diff hist 0 N File:Screenshot 2026-06-26 135211.png No edit summary current
- 13:4913:49, 26 June 2026 diff hist 0 N File:Screenshot 2026-06-26 134657.png No edit summary current
- 13:4413:44, 26 June 2026 diff hist −16 Gmail Search No edit summary
- 13:4313:43, 26 June 2026 diff hist 0 N File:Screenshot 2026-06-26 134144.png No edit summary current
- 13:4213:42, 26 June 2026 diff hist 0 N File:Screenshot 2026-06-26 134127.png No edit summary current
- 13:4013:40, 26 June 2026 diff hist −2,460 Gmail Search No edit summary
- 13:3713:37, 26 June 2026 diff hist +3,655 N Gmail Search Created page with "Search works in a number of ways *1. Email Matching *2. Manual Search *3. Parse Search There are also 2 extra options here *4. Bookmarks *5. History ----- 1. Email Matching The system will take an email and search as follows: a. tag matching (if there is a tag in the email) b. Person match (full match) c. Company match (on domain or on person email domain returning their company) d. Lead match If no match is found the user is presented with the new Company screen..."
- 13:0113:01, 26 June 2026 diff hist +246 N Gmail Home Screen Created page with "The Home screen contains an Accordian control with lists in them. Opportunity Pipeline (turned off by default/Enabled on request) Cases Pipeline (turned off by default/Enabled on request) User Details File:Screenshot_2026-06-25_115516.png" current
- 13:0013:00, 26 June 2026 diff hist 0 N File:Screenshot 2026-06-25 115516.png No edit summary current
- 12:5412:54, 26 June 2026 diff hist +1,085 N Gmail Add Connection Created page with "Opening the application the first time in a new environment you will be prompted to set up the connection. Click the blue '''Log in''' button at the bottom of the panel. File:Screenshot_2026-06-26_120829.png A secure pop-up window will appear: '''Sage URL:''' Type in your company's CRM web address. Click '''Continue'''. File:Screenshot_2026-06-26_124629.png Confirm the URL shown at the top is correct (click '''Edit''' if you need to fix it). Enter your Sag..." current
- 12:5212:52, 26 June 2026 diff hist 0 N File:Screenshot 2026-06-26 125122.png No edit summary current
- 12:5012:50, 26 June 2026 diff hist 0 N File:Screenshot 2026-06-26 124845.png No edit summary current
- 12:4712:47, 26 June 2026 diff hist 0 N File:Screenshot 2026-06-26 124629.png No edit summary current
- 12:1712:17, 26 June 2026 diff hist +2 Custom Mail Merge Install No edit summary current
- 12:1712:17, 26 June 2026 diff hist 0 N File:Merge signature.png No edit summary current
- 12:1612:16, 26 June 2026 diff hist 0 N File:Merge diagnostics.png No edit summary current
- 12:1612:16, 26 June 2026 diff hist +28 Custom Mail Merge Install No edit summary
- 12:1612:16, 26 June 2026 diff hist +216 Custom Mail Merge Install No edit summary
- 12:1012:10, 26 June 2026 diff hist 0 N File:Screenshot 2026-06-26 120829.png No edit summary current
- 11:4711:47, 26 June 2026 diff hist −4 Start with Gmail No edit summary current
- 11:4611:46, 26 June 2026 diff hist 0 N File:338px-Imagea.png No edit summary current
- 11:4411:44, 26 June 2026 diff hist −42 Start with Gmail No edit summary
- 11:3911:39, 26 June 2026 diff hist +2,125 Home Screen Undo revision 2875 by Sagecrmw (talk) current Tag: Undo
