Add Calendar control in Self Service Portal

By | December 3, 2019

The new Self Service Portal is taking Sage CRM to the next level. With the help of this portal you can provide your customers with anytime, anywhere access to resources and information. Customers can log into New Self Service portal and typically perform following tasks:

  • View Account Information: They can view the cases logged through New Self Service.
  • Report a Problem:  Customer can report a problem using Create Case/Ticket functionality
  • Request a Product Information: Customer can request a product information through Newsletter functionality available in Self Service.

New Stuff: Incorporate Case filter screen in Self Service portal

From the release of Sage CRM 2019 R1, a new version of self service has been launched. Below is the screenshot of the same.

New version of Self Service Portal
New version of Self Service Portal

For one of our customer, we have installed Sage CRM 2019 R1 and integrate it with Self Service portal. As per the Customer’s requirement, we modified standard new case screen and added few additional fields as per mention in below screenshot.

Modified Case Entry screen
Modified Case Entry screen

As you all know, Close By field is a date field in Sage CRM. But, in Self Service Portal, it is showing as text field and you need to convert the same into date field manually in order to view calendar control. Follow below steps to do the same.

  • Copy “jquery-ui.min.js” file from “<CRM Directory>\<CRMName>\WWWRoot\js\lib\” folder to “<CRMSelfservice Directory>\script\client\” folder.
  • Copy “jquery-ui.css” from “<CRM Directory>\<CRMName>\WWWRoot\Themes\jquery\” folder to “<CRMSelfservice Directory>\css\” folder.
  • Copy “calCalendar.gif” image from “<CRM Directory>\<CRMName>\WWWRoot\Themes\Img\Ergonomic\Buttons\” folder to “<CRMSelfservice Directory>\gif\” folder.
  • Open “mc_client.js” page from “<CRMSelfservice Directory>\script\client\” folder. Add below code in “MC_setpage()” function.
Code Snippet to Add Date Picker
Code Snippet to Add Date Picker

  • Open the “Index.asp” page from “<CRMSelfservice Directory>” folder.
  • Write below lines in the <head> section as shown below.
HTML Code Snippet
HTML Code Snippet

After doing above changes you will be able to view the calendar control for date field.

Case Entry Screen with Calendar Control field
Case Entry Screen with Calendar Control field

About Us

Greytrix – a globally recognized and one of the oldest Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3Sage IntacctSage 100Sage 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 migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage CRM Mobile Service Signature and Sage CRM CTI Framework.

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For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.