Tag Archives: screen

Hiding Fields Using Create Script in Sage CRM

We all are aware that we can hide a field using Client side API or Javascript and Jquery. But what if we want to avoid scripting language and do this using standard code and standard functionality of SAGE CRM. On doing some investigation we came across a code wherein we can hide the field by… Read More »

Easy Steps to Find out Field Reference in Sage CRM

Sage CRM has the ability to customize in a different way as user need. Users can add multiple fields on screen as per requirements. In Sage CRM there are different custom tables that stores data of fields, screen or list that are created. But it becomes difficult to find the field reference i.e. field belongs… Read More »

Client Side Script to Concatenate Address

Sage CRM, is one of the most flexible software to customize and achieve any complex requirement specified by the client. Client-side scripts are brought into play for many purposes. On change, functions can be used to hide/show fields on the screen. Likewise, you can also highlight fields by including conditions to your script or show… Read More »

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 »

Hide Edit Button on Quote SWT screen

Sage CRM and Sage 300 ERP standard integration is one of the awesome feature provided by Sage. This integration includes various functionalities such as customer/vendor information from Sage 300 ERP, invoice and order details, or even creating, editing quotes and orders to Sage 300 ERP through Sage CRM. New Stuff: Greytrix Development Services for Sage CRM… Read More »

Customize Company screen of Sage CRM Mobile App

In previous blog, we had explained how to display additional information on Calendar screen of Sage CRM Mobile App. In this blog, we will discuss how to customize Company screen to add new fields in Sage CRM Mobile App. New Stuff: Display Additional information on Calendar screen of Sage CRM Mobile App Consider you need… Read More »

Calling Javascript function from Workflow progress screen

By far we all know, Sage CRM has been proved very much capable to handle various tricky scenarios through implementation. Client side API has reduced lot of customization efforts through the JavaScript codes used in it. We have already posted few blogs about writing JavaScript codes in .js files and calling the same in Custom… Read More »

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 »

Increase number of width columns for Screen block

Hi readers! The screen which appears in CRM for the available entities contains fields which are placed with proper alignment (i.e. Row width, Column width). When we approach to our clients for the requirement gathering most of the time client asks to change the look and feel of the screens. New Stuff: Change default appearance… Read More »