Set Default Status Value for Communications and Cases

By | November 26, 2010

Recently while upgrading the SageCRM to 7.0 I found that under communications and cases the default values are set to “Pending” in CommunicationFilterBox as well as CaseFilterBox.

In CRM 6.2 version, Status field of FilterBoxes has always “—All–” value selected by default. However, the field holds last filtered value after navigation from some other tabs. In CRM 7.0 version, I decided to set the status value as “—All–” in the FilterBox. And Guess what I found a workaround for this task.

To do the same, follow the below given instructions.

1. Log into CRM.
2. For Communications:
    a. Go to Administration | Customization | Communication | Screens | CommunicationFilterBox.
    b. Highlight Status field and paste the following script in the Create Script Section.
                                     DefaultValue= “–All–“;
    c. Click on Update button and Save button.

3. For Cases:
    a. Go to Administration | Customization | Cases | Screens | CaseFilterBox.
    b. Highlight Status field and paste the following script in the Create Script Section.
                                    DefaultValue= “–All–“;
    c. Click on Update button and Save button.

Hope this helps!

For queries regarding the functionality, please feel free to drop us an email at crm@greytrix.com.