Flip the Panels on Company/Person Summary Screen in Sage CRM

By | September 22, 2022

Sage CRM Company Screens and Person Summary screen contains distinct panels to display Company Details, Address, Phone/E-mail, and Primary Contact details. Sage CRM gives the flexibility to modify fields in these panels. Natively Sage CRM doesn’t allow to arrange Phone/Email, Address and Contact panels of our own choice. However, Sage CRM allows to customize these screens and arrange the panel of our own choice.

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This can be achieved by injecting the Client Side script into Company and/or Person Summary screen. Consider we want to change the order of the panels of the Company summary screen. Per Sage CRM native structure, below panels are arranged one below the other. The company, Address and Phone/E-mail, and Contact panel. Now, we want to flip the Address and Phone/E-Mail panel with Contact panel.

Below are the steps that you need to follow to do the same.

  • Log on to CRM.
  • Navigate to Administration | Customization | Company | Screens | CompanyBoxLong
  • Click on the Pencil icon available in the Customize column of CompanyBoxLong screen. Refer below screenshot.

  • Copy and Paste the below lines of code into the Custom Content section and click on the Save button. Refer below screenshot.

function SwitchPanel()
	$('#StandardForm > table:first > tbody >tr:eq(4)').hide();
	var address=$('#StandardForm > table:first > tbody >tr:eq(4)').html();
	var br="<tr><td class=\"ROWGap\" colspan=\"6\"> </td></tr>";
	$('#StandardForm > table:first > tbody').append(br+address);
	$('#StandardForm > table:first > tbody >tr:eq(3)').hide();

Once done, navigate to the Company Summary screen and you will see that the Address and Phone/E-mail panel is placed below the Contact panel. Refer below screenshot.

Similar Panel arrangements can be done on the Person Summary Screen or any other screen in Sage CRM by modifying the code per your own needs.

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