by C.R. Matín on May 17, 2011
The users in your organization don’t need to wait for the administrator to customize Microsoft Dynamics CRM in a way that might or might not benefit them. Point them to the article “Personal Customizations” (On-Premise, Online), which has details for how to personalize CRM. Users can change the personal options such as the following:
- Create custom record list views
- Create personal e-mail templates
- A default start page and tab to help you get started faster.
- How many records to show per page in any list of records. This is a performance optimization. A smaller set of records displays slightly faster.
- Whether you want the Advanced Find view to open in Simple or Detailed mode by default.
- Your time zone.
- The default currency used for your data.
- Workplace options to control which groups appear within the Workplace area.
- Your default calendar view.
- Your default work hours.
- Whether you want to track your e-mail messages in Microsoft Dynamics CRM.
Cheers,
Carola Klass
by C.R. Matín on May 2, 2011
Editor's Note: This post comes from the blog of Sugar Community member Milos Miric, where he talks about customizing the shortcuts used in the Home module menu.
To customize the home menu shortcuts the best way would be to delete all shortcuts there are atm and then add only the one’s you like.
For this to work create a file in custom/Extension/modules/Accounts/Ext/Menus/shortcuts_customization.php with following content:
<?php
/*
* Date: 27.01.2011.
* Filename: shortcuts_customization
* Description:
*
* @author Milos Miric
*/
global $mod_strings;
// this will unset all menu shortcuts
$count = count($module_menu);
for($i=0;$i<$count;$i++){
unset ($module_menu[$i]);
}
// set here only links you need like this
if(ACLController::checkAccess('semi_KeywordsCatalogue', 'edit', true))$module_menu[] = Array("index.php?module=semi_KeywordsCatalogue&action=EditView&return_module=semi_KeywordsCatalogue&return_action=DetailView", $mod_strings['LNK_NEW_SEMI_KWCATALOGUE'],"Createsemi_KeywordsCatalogue", 'semi_KeywordsCatalogue');
if(ACLController::checkAccess('semi_Home', 'edit', true))$module_menu[] = Array("index.php?module=Home&action=discoverydashboard", "Discovery Dashboard" ,"semi_DiscoveryDahboard", 'Home');
