Tag Archives: JQuery

Display Selection field value as an Icon using Client Side API

Flexible APIs is one of the key factors for any product to become more successful in the market. Sage CRM’s Client-Side API is a simplified and specialized set of client-side libraries which helps developers to customize screen behaviour as per their need. This API is established on the jQuery programming syntax. We can quickly extend… Read More: Display Selection field value as an Icon using Client Side… »

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: Controlling column’s width in List or Grid using Client Side… »

Hide New button in Sage CRM using jQuery

By far we all know, Sage CRM is used to capture and manage Business’s Sales and Service data along with the proper linking/management with respective Customers. Entities such as Case, Lead, Opportunity, Quotes and Orders etc. helps in recording Sales and Service data in system. Users can capture the data in these entities using the New button available at top right hand… Read More: Hide New button in Sage CRM using jQuery »

Hide Reports using jQuery in Sage CRM

Sage CRM helps to manage Customer’s critical Sales, Marketing and Service activities on daily basis. Whereas the Reports in Sage CRM helps us to view the statistics of data entered in CRM in order to monitor and get an idea about the past or ongoing work; mainly used by the Management staff of an organization.… Read More: Hide Reports using jQuery in Sage CRM »

Align field data to Right Hand Side on Edit and Summary Screen

Hello All! In previous blogs, we had seen that how we can make our SAGE CRM screens and grids more visually effective by applying JAVASCRIPT, JQuery, HTML, etc. like by highlighting checkboxes, underlining to column header, printing amount in words, and others. Here, we will see how we can align field data to Right Hand… Read More: Align field data to Right Hand Side on Edit and… »

Hide Unwanted Standard fields from Top Content area Using jQuery

Hello Everyone! You all are familiar with the Top Content area of an entity in SAGE CRM. It contains information with some standard fields like Company, Person, Phone, Opportunity, etc. In this blog will see how we can remove the opportunity details from top content area. New Stuff: 500 Internal server Error with CRM and ERP… Read More: Hide Unwanted Standard fields from Top Content area Using jQuery »

Display Current User Name under Custom Tab using jQuery

JQuery helps us to customize our Sage CRM as per customer needs and in this blog I will be explaining how to assign logged in Username to one of the custom tab. In our previous blog, I have explained that how we can highlight checked checkboxes using jQuery. Please refer below link. New Stuff: Hide options… Read More: Display Current User Name under Custom Tab using jQuery »

Highlight Checked Checkboxes using jQuery

In Sage CRM, we not only use data fields to complete the profiling of a customer but GUI widgets can be used which allow user to make binary choice i.e. checkbox on CRM screens. In this blog, I will explain that how we can highlight the checkboxes with border which are checked by user with… Read More: Highlight Checked Checkboxes using jQuery »

Displaying date fields in Nonstandard formats

Support of JQuery has taken up the Sage CRM customization to the higher level as JQuery has wide range of built in functions as well as its syntax to manipulate DOM elements reduces lines of code which is something every developer will like. New Stuff: Adding Documents Tab to Leads in Sage CRM 2014 R2 Working… Read More: Displaying date fields in Nonstandard formats »