In our earlier post, we discussed about “Notification and Email feature in Sage CRM V7.2. There are some other exciting changes, which we have come across in Sage CRM 7.2 version.
As we know for required fields in Sage CRM, blue (*) is displayed on the fields, so that user will understand the field is compulsory to be filled. Sage CRM v7.2 has come up with a modification to change the view of compulsory fields.
Also Read: Document Upload Notification in Sage CRM
You can set the background color of the compulsory fields by doing some client side scripting. Sage has added a method to do the same; all we need to do is write a simple code on the custom content to achieve the above functionality.
Refer the below steps to achieve the same;
1. Go to Administration | Customization | Company | Screens.
2. Edit the Company Entry Screen (CompanyBoxLong).
3. Add the following script to the Custom Content field:
<script>
crm.ready(function()
{
crm.markRequiredFields(‘yellow’);
}
);
</script>
Note: You can change the background color of field as per your convenience.
4. Save the changes by clicking Save button.
Now, return to the Main Menu area and select New | Company. You would see the new modified entry screen.
Note: Above script will only work on Sage CRM v7.2.
Whenever user enters data and forgot to fill the required fields, screen loads again with validation to fill the required data. These will ensure that required fields on screen can be identify by the user in a single look and fill data which ultimately saves the time.
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2. Hide Type field in Address panel of Sage CRM
3. Closed, Target Close, and Closed By fields in CRM
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