{"id":10010,"date":"2015-03-31T18:21:26","date_gmt":"2015-03-31T18:21:26","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=10010"},"modified":"2015-03-31T18:21:26","modified_gmt":"2015-03-31T18:21:26","slug":"display-company-information-in-an-opportunity-entity","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/03\/31\/display-company-information-in-an-opportunity-entity\/","title":{"rendered":"Display Company Information in an Opportunity Entity"},"content":{"rendered":"<p>Recently one of our customers came up with a requirement to display the Company Entity data into an Opportunity Entity in SageCRM.com. It is little bit tricky to display data in an Opportunity entity as one can use only Client Side Script to perform any operations in SageCRM.com.<br \/>\n<span style=\"color: #993300;\"><strong><em>New Stuff<\/em><\/strong><em>:<\/em><\/span>\u00a0<a title=\"Validate Email Addresses using Sage CRM Client Side API\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/03\/31\/validate-email-addresses-using-sage-crm-client-side-api\/\" target=\"_blank\">Validate Email Addresses using Sage CRM Client Side API<\/a><br \/>\nKindly allow me to elaborate how we have achieved the same.<br \/>\n1) Navigate to Administration | Customization | OpportunityDetailBox.<br \/>\n2) Add below lines of code in the Custom Content Box and Click on Save button to Save Changes.<br \/>\nvar companyID = crm.fields(&#8220;oppo_primarycompanyid&#8221;).value();<br \/>\nvar successCompany = function (crmRecord) {<br \/>\ncrm.infoMessage(&#8220;This opportunity belongs to :&#8221; + crmRecord.comp_type);<br \/>\n}<br \/>\ncrm.sdata({<br \/>\nentity: &#8220;company&#8221;,<br \/>\nid: companyID,<br \/>\nsuccess: successCompany<br \/>\n});<br \/>\n3) Above Code is SDATA request which reads value from the Primary Company which is selected on an Opportunity entity.<br \/>\n4) Then sends requests to the Company entity and returns Company entity data as shown below.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/03\/SDATA.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-10017\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/03\/SDATA.jpg\" alt=\"SDATA\" width=\"628\" height=\"313\" \/><\/a><br \/>\nUsing above steps user can display any Company Information on an Opportunity, Cases entity. However code needs to be adjusted as per requirement.<br \/>\n<span style=\"color: #993300;\"><strong><em>Also Read:<\/em><\/strong><em><br \/>\n<\/em><\/span>1)\u00a0<a title=\"Additional Information in Entity Top Content Screens \u2013 Sage CRM v7.2\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/27\/additional-information-in-entity-top-content-screens-sage-crm-v7-2\/\" target=\"_blank\">Additional Information in Entity Top Content Screens \u2013 Sage CRM v7.2<br \/>\n<\/a>2)\u00a0<a title=\"Add Print Button to Print Entity information in Sage CRM v7.2\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/27\/add-print-button-to-print-entity-information-in-sage-crm-v7-2\/\" target=\"_blank\">Add Print Button to Print Entity information in Sage CRM v7.2<br \/>\n<\/a>3)\u00a0<a title=\"Display Background Color on Required Fields in Sage CRM v7.2\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/06\/04\/display-background-color-on-required-fields-in-sage-crm-v7-2\/\" target=\"_blank\">Display Background Color on Required Fields in Sage CRM v7.2<br \/>\n<\/a>4)<a title=\"Information and Error Message feature in Sage CRM v7.2\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/06\/14\/information-and-error-message-feature-in-sage-crm-v7-2\/\" target=\"_blank\">\u00a0Information and Error Message feature in Sage CRM v7.2<br \/>\n<\/a>5)\u00a0<a title=\"Features of Outlook integration with SageCRM 7.2\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/12\/features-of-outlook-integration-with-sagecrm-7-2\/\" target=\"_blank\">Features of Outlook integration with SageCRM 7.2<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Recently one of our customers came up with a requirement to display the Company Entity data into an Opportunity Entity in SageCRM.com. It is little bit tricky to display data in an Opportunity entity as one can use only Client Side Script to perform any operations in SageCRM.com. New Stuff:\u00a0Validate Email Addresses using Sage CRM\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/03\/31\/display-company-information-in-an-opportunity-entity\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[83,155,332,337,351],"tags":[720,2010,2030,2031,2033,2035,2140,2236],"class_list":["post-10010","post","type-post","status-publish","format-standard","hentry","category-crm72","category-fields","category-sage-crm","category-sage-crm-7-2","category-screen-sage-crm","tag-company","tag-sage-crm","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-sage-crm-7-2","tag-sage-crm-7-3","tag-sage-crm-com","tag-sdata"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Display Company Information in an Opportunity Entity - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/03\/31\/display-company-information-in-an-opportunity-entity\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Display Company Information in an Opportunity Entity - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Recently one of our customers came up with a requirement to display the Company Entity data into an Opportunity Entity in SageCRM.com. It is little bit tricky to display data in an Opportunity entity as one can use only Client Side Script to perform any operations in SageCRM.com. 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