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 September 9, 2025
 Have you ever found yourself juggling multiple quotes for a single, large project where your customers are all bidding against each other? For sub-tier suppliers , managing these complex sales scenarios can feel like a labyrinth. This article will show you how to gain clarity and control. This requirement is quite common in project-based or contract-driven industries. Think of a government agency, construction suppliers / manufacturers, or a large enterprise inviting multiple vendors or subcontractors to bid. As a supplier, you might be asked by several of those bidders to provide pricing. This creates a many-to-one relationship between your quotes and a single ultimate project. This is a common pattern where your company acts as a sub-tier supplier, and needs to: Quote to multiple potential prime bidders. Track all activity against the same external project or end customer. Ensure transparency, avoid conflicts, and consolidate visibility across sales engagements.
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.