How do I set my account to login to a custom screen?

Sage CRM allows users to customise which screen should be displayed by default, when they login.

image2013-8-7 16-35-27

But what if you want to login to a custom screen (e.g. an ASP file)?  In that case, you need to:

  1. Open the following file for editing
    \CRM\WWWRoot\InteractiveDashboard\InteractiveDashboard.asp
  2. Put in a Javascript redirect for the page you would like to redirect to e.g.:
    <script type="text/javascript">
        var strURL = window.location.href;
        strURL = strURL.replace(/\/InteractiveDashboard\/InteractiveDashboard\.asp/, '/CustomPages/CA/Dashboard/index.asp');
        strURL = strURL.replace(/\?.*(SID=\d+).*/, '?' + "$1");
        window.location = strURL;
    </script>
  3. Because the Dashboard is hardcoded to display a set of tabs at the top of the iframe, you will also need to remove those – you could do this by hiding the tabs. For example, in ‘Dashboard/index.asp’, include the following:
    <script>
    // Hide the InteractiveDashboards tabs, that are included in the parent frameset.
    $("#landingpage_top_frame", parent.document).hide();
    </script>
  4. Now, any user with “Dashboard” set as their “Log Me In To” option should be redirected to your custom page.