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.

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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.
crm.ready(function() {
var contRow=$('#Button_Continue').closest('table').closest('tr')
var clonRow=$('#Button_Clone').closest('table').closest('tr')
var newLineItemRow=$('#Button_ButtonNewLineItem').closest('table').closest('tr')


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.

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