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Welcome to the Sage CRM Support Group on Community Hub! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
Example Components & Developer Resources Add Tabs to My CRM menu
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  • -Example Components & Developer Resources
    • +Sage CRM 2025 Components
    • +Sage CRM 2024 Components
    • -Sage CRM 2023 components
      • Import Quicklook DLL
      • Add Child Cases
      • Add Budget Status Column
      • Add Company Tab Assistant
      • Add Tabs to My CRM menu
      • Company PeopleList Rebuild
      • Create Admin Report
      • Derived Fields Assistant
      • Display full text of a Note
      • Display Image in Person Summary
      • Example Case Workflow
      • Metadata and database changes - R1
      • ReadOnly Label Browser tab
      • SDK Installer
      • Suppress Duplicate Meeting Records
      • UI changes to External Attendees
      • Useful Saved Searches and Groups
    • +Sage CRM Labs

Add Tabs to My CRM menu

Download file:  Component: Add Companies and People Tabs to My CRM menu  

This component will add two new tabs to the My CRM menu.  The tabs will display the Companies and People assigned to the logged-on user. 

Note:  The DLL and methods used in the My CRM (User) context can also be called from the context of the Team (Channel).

This file has been tested with Sage CRM 2023 R2.

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