Control Display Format for Person SSA field in Sage CRM

By | December 31, 2014

Sage CRM is so easy to customize that some of the customizations can be configured without even scripting. In today’s post, we will explain one such configuration which allows the changing of Display format for Person SSA field. In Standard Sage CRM, Person SSA field is displayed in below format.
SSA_1
i.e. First Name + Last Name
Few days back, we came across a scenario where one of our customers had a requirement to change the format of the appearance of Person Name as below.
i.e. Last Name, First Name
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This can be achieved by following below steps.
1) Navigate to Administration | Customization | Person | Views tab.
2) Select vSearchListPerson view from the list and modify the same such that Pers_FullName will appear as shown below.
RTRIM(ISNULL(Pers_LastName, ”)) + ‘, ‘ + RTRIM(ISNULL(Pers_FirstName, ”)) AS Pers_FullName
Refer below screenshot for more details.
SearchPerson View
You can now navigate to any SSA field in Sage CRM and you will observe that the Person field will display the Person Name as discussed above.
SSA_2
One can easily modify the Display Format for Person SSA field with the help of above trick.
Also Read:
1) SSA field behavior for custom entity in Sage CRM
2) Merge Company Source SSA
3) Display additional information below SSA field
4) Display Person Mobile Number below the SSA field against any entity
5) Increase number of records in Search Select Advanced field