Category Archives: Grids

Editing the look and feel of Summary Reports and PDF Reports in Sage CRM

Sage CRM’s inbuilt Reporting tool is one of the prominent features which have helped the people relying on CRM for data management to project or represent the data in the desired format. The wide collection of Reports available within CRM has made it easy for the CRM users to extract the data in different formats… Read More »

Controlling column’s width in List or Grid using Client Side API in Sage CRM – Part 2

Sage CRM has always been flexible enough to modify the look and feel of screens, lists, or grids. With the help of Standard CRM methods in combination with Client-side API, implementers can easily make such modifications to achieve business requirements. You can refer to our below post wherein we have explained part 1 of this… Read More »

Controlling column’s width in List or Grid using Client Side API in Sage CRM

In Sage CRM, modifying the look and feel of the Screens, lists or grids is managed through Client Side API or JQuery. Where Client Side API helps with the Standard CRM Methods to incorporate the changes, JQuery requires additional technical knowledge to make the changes. These methods are easily made available in Sage CRM Community.… Read More »

How to customize Grid’s column header caption in Sage CRM on runtime?

The Grid or List in Sage CRM allows user to view the multiple records on a single page. Sage CRM also allows Users to personalize the settings i.e. chose the number of records they wish to see in the list; from the Preferences tab. Besides this, these lists can be customized to a greater extent… Read More »

How to customize Grid’s column header caption in Sage CRM on runtime?

The Grid or List in Sage CRM allows user to view the multiple records on a single page. Sage CRM also allows Users to personalize the settings i.e. chose the number of records they wish to see in the list; from the Preferences tab. Besides this, these lists can be customized to a greater extent… Read More »

Incorporate Export Functionality in New Self Service Portal

We all know that new Self Service portal is fully responsive in design and this will provide much better user experience to customers. The beauty of this tool is, it is designed in such a way that you can easily control and customize the user interface and incorporate essential functionality as per your business needs.… Read More »

Adding a Pipeline graphic to List using .Net API in Sage CRM

Sage CRM has proved to be very much flexible when it comes to accommodating customizations as per the business needs. Recently we came across a requirement, where the Client was not only interested in getting the access to the records assigned to a particular user but also in getting a proper view of all the… Read More »

Highlight Date Column in Sage CRM Grid

We all know how we can add color to columns or rows of a list or grid using Sage CRM Api filterWhere condition. But if we notice carefully, a date field contains the value of Today or Tomorrow then it is displayed a “Today” or Tomorrow” in Sage CRM list/grid. So filterWhere condition cannot be… Read More »

Adding and Sorting of Additional Fields to Calendar List in Sage CRM 2018 R3

We all are aware of a new feature “Calendar List” tab introduced in Sage CRM 2018 R3, which allow us to use Standard Calendar information in more easy and responsive manner. It allows sorting of data of the following fields: Attachment, Person, Company, Subject, Detail, Status, Type, Action and Date / Time in ascending or… Read More »

Highlight Text in Grid using Sage CRM Client-Side API

Hi everyone as we all know Sage CRM provides a number of inbuilt client functions such as highlight grid and hide panel etc., to enhance look out of the screens and make flexible as client requirement. New Stuff: Troubleshooting Tomcat Issues Recently one of our clients came with the requirement, that they want to highlight text… Read More »