Sage CRM – Tips, Tricks and Components
As we all know that we can filter the selection field based on some criteria by writing the script for the same on client side coding, but have you ever tried filtering the Search Select Advance field based on the value in the selection field???? For example, suppose you have a selection field named “test_selection”,… Read More »
Suppose that you create one custom entity named “Jobs” which is a child entity to the “Company” entity. So it is very much obivious that you will provide the Search Select Advance field on the entry screen of this custom entity to select the Company assigned with that particular record. After selecting the company value… Read More »
Is it possible to provide the hyperlink on the Custom Entity SSA field to display the Custom Entity Summary screen??? Scenario: Let’s consider the scenario as follows: Suppose you have a Custom Entity named Jobs which you have set up and working fine. Now consider that there is a Search Select Advance field in the… Read More »
If you find this useful, Please drop us a mail on crm@greytrix.com. As per the standard SageCRM functionality we can change the view field in Drop Down list of Search Select Advance field. It is also possible to change the Value field also which gets displayed once you select any record from List of Search… Read More »
Suppose that you have a Search select advance field under company entity named tesmulti to select the people and you have two columns in it that are “Phone full number” and “First name”. Now if you want to fire search criteria you will be able to fire the criteria only based on Person first name… Read More »
Did you ever come across the problem of SQL criterion not getting fired while dealing with Search Select Advance filed in CRM? If yes, then here is what you must have a look at: 1. Check whether the SSA field has been customized in ASP pages or on Create Script then check with SQL condition… Read More »
Now in Sage CRM it is possible to display phone number below the SSA field.In any screen displaying of additional number or any other details below the SSA field is possible.E.g. If any one select person from SSA field the additional number is being displayed such as mobile number in the given screen shot.