We all are aware of a new feature “Calendar List” tab introduced in Sage CRM 2018 R3, which allow us to use Standard Calendar information in more easy and responsive manner. It allows sorting of data of the following fields: Attachment, Person, Company, Subject, Detail, Status, Type, Action and Date / Time in ascending or descending manner simply by clicking on its Header Caption. But what if we want to add a new field to this list and sort data using the newly added field. Well in this blog we will tell you how this can be done by following simple steps.
New Stuff: Adding ToolTip for Fields in Sage CRM
Suppose, we want to add Location field of Communication to Calendar List, so to do this we need to follow below-given steps:
- Log into Sage CRM as Sage CRM Administrator.
- Navigate to Administration | Customization | Communication.
- Click on “Lists” Panel
- Click on “CalendarList”. Refer below screenshot.
- Select “Communication: Location (comm_location)” from a dropdown list.
- Click on Add button.
- Click on Save button. Refer below screenshot:
Now navigate to, My CRM -> Calendar List tab, here you can see that Location field is been added to the list. And to sort data, similar to the sorting of other fields, we need to click on Location caption present in Header of List. Refer below screenshot:
Hope this was helpful to you!
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 protected]. We will be glad to assist you.