Sage CRM is pretty much flexible to customize. Recently we came across one requirement. Customer wants to display the relative data on the single screen in List view.
New Stuff: Workflow Action Screen Customization using Client side scripting
On Standard Communication screen (For Appointment) Customer wants to display meeting notes in List view on the bottom of the page. We have achieved the same by adding the some client side scripting code on the Communication screen.
In Client side script we have validated that Meeting Notes data is available for the Communication. If notes are available then we are creating the HTML script of the same and inserting the same on the Page. Refer below screenshot.
Which this client side scripting we can add multiple list on the same page. So it will helps user to view all the requested data on the same page. No need to navigate to other tabs.
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Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix has some unique integration solutions for Sage CRM with Sage ERP’s (Sage X3, Sage 100, Sage 500 and Sage 300). It also offers best-in-class Sage ERP customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating to Sage CRM from ACT, Goldmine and other CRM’s.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.
Read Also:
1) Hide the “Regarding” column from Communication list
2) Secure Documents and Communications in Sage CRM
3) Migrate Communications from Salesforce to Sage CRM
4) Document Drop Functionality in Communication tab of Sage CRM
5) Display Sr. No. Column in List/Grid
Sage CRM – Tips, Tricks and Components
Greytrix is one of the oldest Sage Development Partner of two decades for Sage CRM and has been awarded "Sage Development Partner of the Year" three times in the past years. Greytrix has been working on customization and configuration of products in Sage CRM since decades and have accumulated hundreds of man years of experience. In these blogs, Greytrix will endeavour to share its knowledge and expertise and save upto 90% of project cost for Sage CRM users by presenting a list of useful small components, tools and add-ons for Sage CRM! Contact us at sage@greytrix.com
Greytrix is one of the oldest Sage Development Partner of two decades for Sage CRM and has been awarded "Sage Development Partner of the Year" three times in the past years. Greytrix has been working on customization and configuration of products in Sage CRM since decades and have accumulated hundreds of man years of experience. In these blogs, Greytrix will endeavour to share its knowledge and expertise and save upto 90% of project cost for Sage CRM users by presenting a list of useful small components, tools and add-ons for Sage CRM! Contact us at sage@greytrix.com
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