Sage CRM 2023 R2's Multiple Read-Only Tab feature is a game-changer for users who need to compare data from multiple screens at the same time. It allows you to open a read-only version of any screen in a new browser tab, so you can easily switch back and forth without losing your place.
This feature is especially useful for tasks such as:
- Verifying data accuracy: You can open a read-only version of a screen to verify the accuracy of the data you are entering on another screen.
- Comparing different versions of data: You can open multiple read-only tabs to compare different versions of data, such as two different quotes or two different customer records.
- Gathering information from multiple screens: You can open multiple read-only tabs to gather information from multiple screens for a single task, such as creating a report or preparing for a meeting.
The new component from the Sage CRM Community makes the Multiple Read-Only Tab feature even more useful by changing the title of each browser tab to display the logged-on user, the screen, and an icon to indicate that this is a pinned read-only tab. This makes it easy to quickly identify which tabs are read-only and which is the main Sage CRM tab.
You can find the new component from the Sage CRM Community.