Rearranging the buttons on Quote Summary Screen

By | March 23, 2020

Quotes and Orders Summary screen has many predefine buttons, which increases performance of Sage CRM. For example, clone button helps user to create exact replica of quote on single click, similarly “Convert” button creates an order record from quotes details.

New Stuff: Easy Steps to Find out Field Reference in Sage CRM

These buttons are arranged in specific order as shown below. There is no setting in Sage CRM from which one can change the order.

Standard Button Order
Standard Button Order

But what if one wants to rearrange these button? Upon investigation we found that each button is added via HTML table tag and having different ID’s. So, placement of buttons can be changed using JavaScript functions. To do this follow below steps

  •  Log on to CRM
  • Navigate through below path:
  • Administration | Customization | Quotes
  • Go to Screens tab and select Quote Summary.
  • Paste below script in custom content, and click on save.
<script>
crm.ready(function() {
var contRow=$('#Button_Continue').closest('table').closest('tr')
contRow.insertBefore($('#Button_Help').closest('table').closest('tr'))
var clonRow=$('#Button_Clone').closest('table').closest('tr')
clonRow.insertAfter($('#Button_ChangeSummary').closest('table').closest('tr'))
var newLineItemRow=$('#Button_ButtonNewLineItem').closest('table').closest('tr')
newLineItemRow.insertAfter($('#Button_Clone').closest('table').closest('tr'))

});
</script>

Now if you check on Quote Summary page, Button arrangement has been changed as shown below:

Rearranged Button
Rearranged Button

Similarly you can do this for other entity buttons.

Hope this helps.

About Us

Greytrix – a globally recognized and one of the oldest Sage 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.

Greytrix is a recognized Sage Champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace.

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