{"id":11322,"date":"2015-10-31T16:13:53","date_gmt":"2015-10-31T16:13:53","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=11322"},"modified":"2023-10-04T07:24:52","modified_gmt":"2023-10-04T07:24:52","slug":"customize-company-screen-of-sage-crm-mobile-app","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/10\/31\/customize-company-screen-of-sage-crm-mobile-app\/","title":{"rendered":"Customize Company screen of Sage CRM Mobile App"},"content":{"rendered":"

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.
\nNew Stuff:<\/em><\/strong><\/span> Display Additional information on Calendar screen of Sage CRM Mobile App<\/a>
\nConsider you need to Territory \u00a0field on Company screen on Sage CRM Mobile App. You need to follow below steps to do the same.
\n<\/strong>1) Login into Sage CRM.
\n2) Navigate to the Administration | Customization | Company<\/strong>.
\n3) Navigate to Screens<\/strong> tab and select iPhone\/Android\/Tablet as per your requirement.
\n\"Image1\"
\n<\/a>4) Click on Company Summary <\/strong>Screen which will display below screen.
\n\"Image2\"
\n<\/a>5) Add Territory<\/strong> field from Field Dropdown Box and Click on Add button.
\n6) Click on Save<\/strong> button.
\n7) Once this is done, do Metadata Refresh.
\n8) Run IISRESET command to make sure that all changes will get reflected.
\nThat\u2019s it. Now, when you navigate to New Company screen in Sage CRM Mobile App; you will observe that Territory field will get visible on screen. Refer below screenshot.
\n\"Image3\"<\/a>
\n<\/a>
\nWith above steps you can easily add other new fields on any other entity.<\/p>\n


\nAbout Us:<\/strong>
\nGreytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
\nGreytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERP\u2019s (Sage X3<\/a>,\u00a0Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>). It also offers best-in-class\u00a0Sage ERP customization and development services<\/a>\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide.
\nGreytrix<\/a>\u00a0helps in\u00a0migrating to Sage CRM from ACT<\/a>,\u00a0Goldmine<\/a>\u00a0and other CRM\u2019s.
\nFor more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.
\n
\nAlso Read:<\/span><\/em>
\n<\/strong>1) Apply Desktop Theme for Sage CRM Tablet Version<\/a>
\n2) Testing SageCRM in Mobile friendly view<\/a>
\n3) How to add the Mobile Phone and Private Phone fields to the views being used by Find screens, Reports and Groups<\/a>
\n4) Sage ERP data access over any browser, mobile or tablet device
\n<\/a>5) Associate Company and Persons to Primary entities in Sage CRM for Mobile<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

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\u2026 Read More »<\/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":[71,83,98,248,249,332,336,337,342],"tags":[554,558,740,833,1138,1456,1628,2010,2030,2031,2033,2035,2140,2231,2407],"class_list":["post-11322","post","type-post","status-publish","format-standard","hentry","category-company","category-crm72","category-customization","category-mobile-devices","category-mobile-view","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm7-3","tag-android","tag-app","tag-configuration","tag-crm7-0","tag-field","tag-iphone","tag-mobile","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-screen","tag-tablet"],"yoast_head":"\nCustomize Company screen of Sage CRM Mobile App - 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