Category Archives: Panel

Flip the Panels on Company/Person Summary Screen in Sage CRM

Sage CRM Company Screens and Person Summary screen contains distinct panels to display Company Details, Address, Phone/E-mail, and Primary Contact details. Sage CRM gives the flexibility to modify fields in these panels. Natively Sage CRM doesn’t allow to arrange Phone/Email, Address and Contact panels of our own choice. However, Sage CRM allows to customize these… Read More »

Sage CRM 2021 R1: Click to Dial Links

With the latest release of Sage CRM i.e. Sage CRM 2021 R1, many exciting features have been introduced that has helped to manage the Customer Relationship and other business process in a smooth and trouble – free manner. Sage CRM 2021 R1 provides the following new features and enhancements: Support for OAuth 2.0 Click to… Read More »

Sage CRM 2020 R2 Alignment issue in Internet Explorer

Sage has announced the latest release of Sage CRM. Sage CRM 2020 R2 is now available to clients and partners. With the release of Sage CRM 2020 R2 new features and enhancements are made available in few areas. This area includes Exchange Online (Office 365), Mailchimp, Advanced Customization Wizard, Software Development Kit (SDK), Logging and… Read More »

Sage CRM’s Data loading issue on Mobile browser

Sage CRM Mobile allows you to work online using a web browser on any mobile device, such as a smartphone or tablet. Each device has a string of text, called a user agent that describes the device to Sage CRM. The user agent contains the version of browser and operating system that’s on the device. Sage CRM interprets the user… Read More »

Incorporate Case filter screen in Self Service portal

Sage CRM Portal has improved User experience by extending Customer’s access to the data inputted by them as well as updated by the vendor. A fully responsive version of Self Service portal has provided Menu options to log and search the Ticket details. But, have you ever thought of accommodating certain changes to ease the… Read More »

Display List on Communication screen – Part II

In our previous blog, we have explained the functionality to display the list on Standard Communication screen by using HTML scripting. But, this time we will be explaining how to add communication list using JAVASCRIPT. New Stuff: Promoting Quote to an Order issue Here, we were asked by our customer to display past communication records regarding… Read More »

Hide Opportunity Total panel

There are lot of information available in Sage CRM by default which may be useful for one customer but other customer it would be irrelevant information. For an instance, a company does not want to use Quote and Order functionality as it will be handled outside the system then, the Opportunity Total panel shown on… Read More »

Hide Interactive Dashboard Panel for Non Admin User

As we know the Interactive dashboard of Sage CRM is a wonderful feature that allows us to have immediate access to a wide variety of information. With the Sage CRM interactive dashboard, users can manage all their activity from one place. This includes their calendar, their tasks, their lists, their opportunity and web and RSS… Read More »

Modify Sage CRM Standard Entity Summary Screen to add a new Panel

We have already explained how to modify Standard Entity Summary screen by adding Divider or Subsection to it (Refer below link for more details). https://www.greytrix.com/blogs/sagecrm/2013/07/24/add-divider-or-subsection-for-existing-screen-in-sage-crm/ New Stuff: Eliminate Type field in Company Entry Screen of Sage CRM Recently we came across a requirement wherein we had to modify the Standard Entity screen to add a new panel… Read More »