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.

New Stuff: Sage CRM Dashboard to Show Leads Generated by Source

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.
<script>
crm.ready(function(){
SwitchPanel();
});

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();
}
</script>

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.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partners 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 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 Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.

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