Sage CRM provides hyperlink on SSA fields to navigate from one context to another context with single click. This helps Sage CRM users to avoid multiple clicks.
New Stuff: Change the Look and Feel of Sage CRM Grid
For example, if Sage CRM user is in Case context and wants to navigate to an associated Company Summary Screen then the user can simply click on company field present in detail screen or field in top content instead of going from find screen. Refer below image.
These hyperlinks are available on the native Sage CRM fields. However it is unavailable on the custom fields. Hyperlinks can be added on a custom fields with little customization. Consider, if the user wants to add “Google Search” into the Company context so that user can directly open Google search page from within Sage CRM then below steps can be followed.
Same field can be added into Top content screen with below steps.
- Login to Sage CRM with Admin user.
- Navigate through below path.
Administration | Customization | Company | Screens | CompanyTopContent - Find “Search” field from fields list and click on Add.
- Click on Save. Refer below image.
After the above steps, Search field will be added into Company Top content as a Normal field. This field will not contain any links to it as shown in the below image.
To add a hyperlink on this field, add below code into the CustomContent section of this screen and click on the “Save” button.
<script>
crm.ready(function (){
var contextInfo = crm.getArgs();
if (contextInfo.Act == "200")
{
var myElement = document.getElementById("_Data_TopContentcomp_search");
var strLink = " <a href='https://google.com' target='_blank'>Google Search</a>" ;
myElement.innerHTML = strLink;
}});
</script>
Once this code is added and if you navigate to any Company, you will see Google Search hyperlink. By clicking this hyperlink, user can quickly search the content of his/her choice.
This is just an example. Same trick can be used to navigate to any screen within Sage CRM or outside of Sage CRM. You just need to make appropriate changes into the code and paste it into the custom content section of corresponding screen.
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