Open multiple read-only tabs in SageCRM

Nick Rainbird • November 2, 2023

In the latest release of SageCRM 2003 R2 which is to be available soon, has added the Multiple Read-Only Tab features. This allows users to open a read-only version of the current screen in a new browser tab. Users can now reference and compare information from different screens simultaneously, improving multitasking and workflow efficiency.



Having a read-only version of the screen in a separate tab allows users to review and verify data against the data they are currently working on. This helps to minimise errors and ensure accurate data entry.


Users can also preserve the context of their work by opening a read-only version of the screen in a new tab. This allows them to refer back to the original screen, retrieve specific details, or verify information without losing progress on the current screen.


For example, when working with standard entity records such as Company, Lead, or Opportunity, users may need to constantly switch between tabs to view the information provided in each tab. With the Multiple Read-Only Tab feature, users can avoid switching tabs by opening entity tabs in separate read-only browser tabs. This allows users to arrange the browser tabs on their monitor to view them all at once.


To use the Multiple Read-Only Tab feature, simply hover the mouse over the entity icon on the tab you want to open in a read-only tab. If the "Open in read-only tab" tooltip displays, click the icon to open a read-only tab.

Stay Connected with ERBS


Read our latest updates


Enquire now


Get in touch

 

By Nick Rainbird February 24, 2025
Extend the power of your Sage Business Management Solution right across your business, giving end-to-end visibility, so you can make better informed business decisions across your business teams, whenever and wherever they work together. Help your business flow. Our range of sales, marketing and service modules help meet the needs of agile businesses. • Create targeted marketing campaigns Help marketing teams reach the right people, at the right time. • Accelerate and focus sales activities - work on the most profitable activities to grow a business, provide an excellent customer experience, delight customers and outperform the competition. • Harness the power of an integrated CRM solution. • Automate processes within any business and do more for less.
By Nick Rainbird February 10, 2025
1. Intuitive CRM your teams will want to use At ERBS, we believe software shouldn’t be difficult to learn, hard to update or challenging to use. This is the approach we took when we created Sage CRM. It’s an intuitive CRM solution and one which you and your team can get started with and experience within minutes.
By Nick Rainbird January 15, 2025
Here are ERBS we pride ourselves on keeping up with the latest software upgrades, new features and the innovation of SageCRM in general, and then forwarding on this knowledge and opportunities to you, our customers. So in this tradition, this blog is bringing you, our community, all you need to know about the SageCRM refreshed mobile interface. With the release of Sage CRM 2024 R2, Sage has introduced a refreshed UI that enhances the visual appeal and puts user needs at the centre of the design. Find out more