Shortcut link on Company Find screen to create Opportunity, Communication and Cases against particular Company

By | April 28, 2017

In Sage CRM, we all are working with Company, Opportunity, Communication, Cases etc. As we all know that, Company (Customer) is a main entity in Sage CRM, from where we can create a new Opportunity, Communication and Cases.

New Stuff: Sage CRM Grid Manipulation

To create new Opportunity or Communication against particular Company. We need to follow the below steps.

1) Find company form list.

2) Go to the particular Company (Click on Company name hyperlink to display company details).

3) To create Opportunity or Communication, go to respective tab.

4) Click on New button then Opportunity or communication window will get open.

Find Screen

Find Company Screen

Instead of following the long process, we can add Opportunity/Communication/Case link in Company list. This can be achieved by adding script codes on Company List. Refer below screenshot.

Customized Find Company Screen

Customized Find Company Screen

On clicking the Opportunity/Communication/Cases link in list, New Pop Up window will get open with auto populated data of company and default person of that company. Refer below screenshot.

New Opportunity Popup window

New Opportunity Popup window

We can easily add Communication, Opportunity or Cases details and once saved, it will redirect to Company List. Using this customization, we can easily skip all above mentioned steps.

Hope this will help you.

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