Hi everyone as we all know Sage CRM provides a number of inbuilt client functions such as highlight grid and hide panel etc., to enhance look out of the screens and make flexible as client requirement.
New Stuff: Troubleshooting Tomcat Issues
Recently one of our clients came with the requirement, that they want to highlight text color in Red based on some condition in the grid. To achieve this requirement we have used standard client-side API method which is provided by Sage as below.
To add the script in Custom Content of OpportunityGrid screen follow below steps.
1) Login to Sage CRM.
2) Navigate to below path.
Administration | Customization | Opportunity | List.
3) Navigate to List tab and click on the OpportunityGrid list.
4) Copy and Paste below code into the Custom Content section of screen.
var descriptionCol = crm.grids(0).columnIndex(“oppo_stage”);
var stageCol = crm.grids(0).columnIndex(“oppo_stage”);
crm.grids().filterWhere(“oppo_stage”, “contains”, “Proposal Submitted”).exec(function(index, key)
var rowIndex = $(key).parent().index() -1;
var stageColValue = this.getCellText(rowIndex, stageCol);
if (stageColValue == crm.getTrans(“oppo_stage”, “Quoted”))
crm.grids(0).setCellAttribute(rowIndex, descriptionCol, “style”, “color:red”);
5) Click on save button.
Once done, navigate to an opportunity find screen which is In Lead Stage and you will see that the text in RED color in the grid as shown below.
Before Added script, your grid will appear as below.
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring 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 ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100, Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
For more information on our integration solutions, please contact us at email@example.com. We will be glad to assist you.