Adding ToolTip for Fields in Sage CRM

By | October 11, 2018

We all are aware that an info message can be displayed on Click or on Hover of a field in Sage CRM. But recently our client had a requirement wherein he required to add tooltip icon next to a field and shown info message when clicked or hovered over the field. Well in this blog we will tell you how this can be achieved by writing a simple jquery code.

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So the first thing we need to do is, add tooltip image icon next to a field. And then on Click or Hover of that image we need to display the message that we want too.

In my case I am taking example of Company name field i.e. Comp_name of Company entity. For adding this we need to write code inside custom content of CompanyBoxLong screen. To do so, follow below steps:

  1. Add the image to below folder path.
    /<SageCRMInstancefolder>/Themes/img/ergonomic/Buttons/InfoImage.gif
  2. Login to Sage CRM
  3. Navigate to below path.
     Administration | Customization | Company
  4. Navigate to Screentab and click on the CompanyBoxLong
  5. Copy and Paste below code into the Custom Content section of Screen.
    <script>
    $(document).ready(function()
    {
    $(“#comp_name”).after(“<img src=’/<SageCRMInstancefolder>/Themes/img/ergonomic/Buttons/InfoImage.gif’ id=’Company_Image’ onmouseover=showText(‘CompanyName’); onmouseout=hide(); />”);
    });
    function showText(text)
    {
                if(text == “CompanyName”)
        {
        $(“#Company_Image”).after(“<span id=’span_company’> Enter Company Name </span>”);
        $(“#span_company”).css(“color”, “red”);
        }
    }
    function hide()
    {
                $(‘#span_company’).remove();
    }
    </script>
  6.  Click on Save Refer below screenshot:
    Custom Content
  7. Clear Browser Cache.
  8. Now, click on New Company button. You will notice that info image button is added and on mouse Click or Hover “Enter Company Name” message is displayed. Refer below screenshot:
    Message can be changed
    Note: Message can be changed as per the requirement. For this we need to change the message from “Enter Company Name” of ‘span_company’ to something useful message.

Hope this information was helpful to you.

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