Tag Archives: block

Modify Sage CRM Standard Entity Summary Screen to add a new Panel

We have already explained how to modify Standard Entity Summary screen by adding Divider or Subsection to it (Refer below link for more details). https://www.greytrix.com/blogs/sagecrm/2013/07/24/add-divider-or-subsection-for-existing-screen-in-sage-crm/ New Stuff: Eliminate Type field in Company Entry Screen of Sage CRM Recently we came across a requirement wherein we had to modify the Standard Entity screen to add a new panel… Read More: Modify Sage CRM Standard Entity Summary Screen to add a… »

Codeless Customizations to Create Entry screens

In continuation to previous post where I had explained codeless customizations for list page, in this blog I will be explaining codeless customizations to create new and summary screens for an entity (Parts).  Related Post:Codeless customizations to add List Blocks  Now as we have list page created, so in order to add a record we… Read More: Codeless Customizations to Create Entry screens »

Codeless customizations to add List Blocks

Customizations in Sage CRM might involve easier to much more complex tasks. There are some ways with which we can reduce customization efforts and time too. Sage CRM provides standard ways using which we can create and display lists, screens etc. without writing single line of code. Here in this blog I will be explaining… Read More: Codeless customizations to add List Blocks »

Show Chart Block On Classic Dashboard

Charts make your reports, dashboards look more presentable. We have written series of blogs on charting methods throughout this site. In one of my blogs I had explained how we can create chart blocks and display them on Interactive Dashboards. Below is the link.  Related Post: View GUMU Dashboard in Sage CRM using GUMU Integration… Read More: Show Chart Block On Classic Dashboard »