Our salespeople require multiple browser tabs to be open on a permanent basis showing various CRM screens, but this is causing an issue where the company top content appears on the wrong company record when certain steps are followed:
1. A browser tab is open with the summary screen of company A
2. A second browser tab is opened and a communication/case/opportunity is created for company B
3. That new tab is closed and when the user goes to the communication/case/opportunity screen for company A the top content shown is for company B
Our salespeople are making calls throughout the day by clicking on the phone number in the top content and recording the communication, and need to switch back and forth between company records, and often end up calling the wrong company because the wrong data is displayed at the top.
Our Sage support company has replied with the below, but this is not an acceptable workaround as the error happens every time the above steps are followed, which means many times every day which greatly reduces efficiency.
"This has always been an issue when having either multiple tabs using CRM and also doing repetitive tasks. When the issue happens if you close all but one tab in the browser with CRM open and then click on a summery page or logout and back into CRM it will then regain the correct context for the top content."
Is there a solution?
