Tag Archives: screen

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 »

Change default appearance of Notification Area in Sage CRM 7.2

Sage CRM is very much capable to implement various business solutions with a simple tricks. We have already posted several blogs regarding style sheet in CRM where we can achieve different business needs with simple configurations. In this blog I will explain how to change default appearance of Notification area in Sage CRM 7.2 New… Read More »

Selecting multiple fields using Client Side API

For Sage CRM customizations, Client Side API has always been proved stress- free and effortless to work with client side customizations. It has reduced complexity as compared to JavaScript, to much better extent by introducing built in functions. Today I would share one such amazing trick related to screen customization which highlights key info as… Read More »

View Sage CRM Reports in PDF format from any Sage CRM screen

In our previous posts on Sage CRM reports, we had explained how to, 1) Get impressive reports by adjusting Report Styles in Sage CRM 2) Get impressive PDF Reports by adjusting Report Styles in Sage CRM – Part 2 3) Include your Company Logo in Sage CRM Reports GUMU Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage… Read More »