Category Archives: Grids

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 »

New feature of … (ellipsis) in Sage CRM 2018

Sage CRM had always been flexible enough when it comes to User interface. Every User has their own control in setting the preferences of their CRM account. One such feature is allowed by the  … (ellipsis) that allows the users to display or completely hide selective horizontal tabs or the corresponding main menu items in… Read More »

Customizing Style Sheet of Sage CRM Reports

Sage CRM has been very supportive when it comes to manage data as well as view the same in the form of Reports or Dashboards. Reports proves very useful when you need to track the performance or any information on the fly. Where customizing the data that needs to be extracted in Reports, applying filters… Read More »

How to add more columns in Export to file documents

In Sage CRM user can export data into Excel/PDF/CSV using Export to file button available on Search screen. You can also restrict access to this button to make it available only for Managers and Administrators. You can refer below blog link for your reference. Related Post: Hide Export data option for Non admin users By default, when you… Read More »

Highlight Specific Rows in Grid based on condition Using JavaScript

Have we ever thought of highlighting specific rows of a particular list based on certain conditions? Well, here is the blog which will help us to achieve the same in CRM. There are multiple ways to get this done in CRM but this time will see how JAVASCRIPT can help us to achieve this. New… Read More »

How to add Custom Report Style in CRM?

As we all know Sage CRM provides reports functionality through which we can design our own reports and do the analysis of the business. Typically, there are 2 report styles which can be used to design reports in CRM i.e. Standard with Grids and Standard without Grids. Using any one of them will either display… Read More »