{"id":12493,"date":"2016-03-29T08:35:21","date_gmt":"2016-03-29T08:35:21","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12493"},"modified":"2016-03-29T08:35:21","modified_gmt":"2016-03-29T08:35:21","slug":"display-list-on-communication-screen","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/29\/display-list-on-communication-screen\/","title":{"rendered":"Display List on Communication screen"},"content":{"rendered":"

Sage CRM is pretty much flexible to customize. Recently we came across one requirement. Customer wants to display the relative data on the single screen in List view.
\nNew Stuff:\u00a0<\/em><\/strong>Workflow Action Screen Customization using Client side scripting<\/a><\/span>
\nOn Standard Communication screen (For Appointment) Customer wants to display meeting notes in List view on the bottom of the page. We have achieved the same by adding the some client side scripting code on the Communication screen.
\nIn Client side script we have validated that Meeting Notes data is available for the Communication. If notes are available then we are creating the HTML script of the same and inserting the same on the Page. Refer below screenshot.
\n\"Appointment\"<\/a>
\nWhich this client side scripting we can add multiple list on the same page. So it will helps user to view all the requested data on the same page. No need to navigate to other tabs.
\n
\nAbout Us
\n<\/strong>Greytrix 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.\u00a0Greytrix<\/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
\nRead Also:<\/span>
\n<\/em><\/strong>1)\u00a0Hide the \u201cRegarding\u201d column from Communication list<\/a>
\n2)\u00a0Secure Documents and Communications in Sage CRM
\n<\/a>3)\u00a0Migrate Communications from Salesforce to Sage CRM
\n<\/a>4)\u00a0Document Drop Functionality in Communication tab of Sage CRM
\n<\/a>5)\u00a0Display Sr. No. Column in List\/Grid<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM is pretty much flexible to customize. Recently we came across one requirement. Customer wants to display the relative data on the single screen in List view. New Stuff:\u00a0Workflow Action Screen Customization using Client side scripting On Standard Communication screen (For Appointment) Customer wants to display meeting notes in List view on the bottom\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":[1],"tags":[],"class_list":["post-12493","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"\nDisplay List on Communication screen - 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\/2016\/03\/29\/display-list-on-communication-screen\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Display List on Communication screen - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM is pretty much flexible to customize. 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