Category Archives: Grids

Customize Ergonomic Theme in Sage CRM 2023 R1

Sage CRM serves as comprehensive solution for Customer Management needs. With each upgrade and iteration, Sage consistently introduces new features and refines user functionality. These continuous enhancements aim to streamline Customer Relationship Management, making it more accessible and user-friendly. The ultimate goal is to enhance adoption rates, improve data accuracy and completeness, gain deeper customer… Read More »

Easiest way to filter Custom list By Context Id in Entity’s List Page

Sage CRM has its own .NET API (Application Programming Interface) that allows a developer to extend Sage CRM functionality by creating and using .NET DLLs (Dynamic Link Libraries). Developers can add references of DLLs from and within Sage CRM and thus call methods exposed by the DLLs to perform certain actions. The Sage CRM .NET… Read More »

Sage CRM 2021 R1: Inline customization of Lists and Grids

As you all must be aware, Sage CRM 2021 R1 has come up with many interesting features related to Configurations, Security and Network related functionalities which has improved the reliability of Sage CRM to a greater extent as compared to previous versions. In our previous blog, we explored the ‘Click to Dial Links’ feature of… Read More »

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 »