Changing appointment color for a user in Team CRM calendar

By | May 28, 2020

Communication is an essential part of every business to maintain a good relationship with customers. Sage CRM provides Calendar functionality which is a powerful tool for keeping on top of customer relationships and closing deals.

It helped to manage all communication-related activities with the help of appointments, tasks, etc. You can relate these appointments/tasks to opportunities, leads, companies, and contacts. Track them on those records, in your calendar, and in reports.

In this blog, we will explain how to change the appointment color for users in the Team CRM calendar.

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Whenever users create an appointment, they can easily see that appointment from the Team CRM calendar. From the below image you can easily see that appointments are shown with different default colors in the Team CRM calendar.

Team CRM Calendar before Color Change
Team CRM Calendar before Color Change

But what if we want to change the appointment’s default color for a specific user in the Team CRM calendar? No need to worry, we can easily achieve the same by the below steps:

  1. Create a JavaScript file with name responsiveTeamCalendarUserColors.js
  2. Add the code given in below screenshot.
Javascript code snippet
Javascript code snippet

Where is the Sage CRM user ID. is the color that you want to be displayed. Use hex color code, for example #b0dc00. You can add as many “” : “” pairs as you like. Use a comma as a separator3.

3. Now Save the code and copy the file to the following folder on the Sage CRM server:
\ Program Files(x86) \Sage \CRM \ \WWWRoot\js\custom

4. Reset IIS on the Sage CRM server.

Once the IIS reset is done, go to the Team CRM calendar. You can see appointment color is changed as per the color code is set for the user. Refer below screen for the same.

Team CRM Calendar after Color change
Team CRM Calendar after Color change

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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 the 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 SignatureSage CRM CTI Framework.

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