Category Archives: List

Modifying the values of User Select field of Email Editor Screen in Sage CRM – Part 2

Hi Folks!! This blog is in continuation of our previous blog wherein we explained how you can modify the values or the names that are been displayed in User select field of Email Editor Screen in Sage CRM. You can refer below link for the same. Related Stuff: Modifying the values of User Select field… Read More »

Hide Merge to PDF option from New Menu in Sage CRM

As you know, Sage CRM 7.3 came with a feature of creating PDF merged documents. You can create PDF merged documents using “Merge To PDF” option available in New Menu. Also, you can do the same from workflow also. Please refer below blog link for the same. Related Post: Merge to PDF through workflow in Sage… Read More »

Modifying the values of User Select field of Email Editor Screen in Sage CRM

One of the most helping feature of Sage CRM Email editor screen is the User Select field which helps to select and add the CRM user in To, CC and Bcc fields. This feature reduces the efforts of CRM User to remember or re-type the Email ids every time they open the New Email screen.… Read More »

Append User Name on My CRM Menu Option in Sage CRM

Sage CRM has always been helpful to manage and maintain Customer relationship data with an ease. It has always been easy to accommodate various customizations with different programming libraries such as jQuery, Javascript or say Client side API. Earlier, we had explained how you can append Logged in user name to Custom tabs. You can… 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 »

Display List on Communication screen – Part II

In our previous blog, we have explained the functionality to display the list on Standard Communication screen by using HTML scripting. But, this time we will be explaining how to add communication list using JAVASCRIPT. New Stuff: Promoting Quote to an Order issue Here, we were asked by our customer to display past communication records regarding… Read More »

How to Change User-Select fields display format in Sage CRM?

You all must be familiar with the two different formats provided by Sage CRM for User-select field. But do you really know, on what specific criteria does this field’s data type changes or where it is basically configured in CRM? New Stuff: Unlock the potential Enterprise data – With our GUMU™ Integration for Sage CRM with… Read More »

Center Align List/Grid Data

Dear folks! Here comes one more exciting blog for you all. You all must be familiar of List/Grid in CRM. It’s nothing but tabular representation of the data present in your CRM. It contains “Rows” and “Columns”, columns starts from serial no “0” (i.e. the index value of the first column is “0”). Now, you… Read More »

Apply underline to a Column Header in List or Grid

Sage CRM allow us to customize Lists, Grids through Client side API and JQuery. Using this we can easily change the look of a grid by applying CSS class or attributes. By default Sage CRM does not highlight the columns header and sometimes it becomes difficult to recognize the header and actual value. But, this… Read More »