{"id":12930,"date":"2016-06-21T07:10:53","date_gmt":"2016-06-21T07:10:53","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12930"},"modified":"2016-06-21T07:10:53","modified_gmt":"2016-06-21T07:10:53","slug":"display-current-user-name-under-custom-tab-using-jquery","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/21\/display-current-user-name-under-custom-tab-using-jquery\/","title":{"rendered":"Display Current User Name under Custom Tab using jQuery"},"content":{"rendered":"<p style=\"text-align: justify;\">JQuery helps us to customize our <a href=\"http:\/\/www.sagesoftware.co.in\/product-sage-crm\" target=\"_blank\" rel=\"noopener\">Sage CRM<\/a> as per customer needs and in this blog I will be explaining how to assign logged in Username to one of the custom tab. In our previous blog, I have explained that how we can highlight checked checkboxes using jQuery. Please refer below link.<\/p>\n<p style=\"text-align: justify;\"><strong><em>New Stuff:\u00a0<\/em><\/strong><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/21\/hide-options-for-specific-users-from-menu-bar\/\" target=\"_blank\">Hide options for specific users from Menu bar<\/a><\/p>\n<p style=\"text-align: justify;\">In my <a href=\"http:\/\/www.sagesoftware.co.in\/product-sage-crm\" target=\"_blank\" rel=\"noopener\">Sage CRM<\/a> instance I have a custom tab called Subscriptions where I will be seeing the outcome of this trick.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/IMG0011.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-12931\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/IMG0011.jpg\" alt=\"IMG001\" width=\"596\" height=\"212\" \/><\/a><\/p>\n<p><strong>1.<\/strong> Create a .js page (e.g. QuickLinks.js) with below jQuery Code and Copy it under custom Pages folder.<br \/>\n<em>crm.ready(function()<\/em><br \/>\n<em>{<\/em><br \/>\n<em> var x = $(&#8220;.TABOFF&#8221;).text();<\/em><br \/>\n<em> alert(&#8220;x: &#8220;+x);<\/em><br \/>\n<em> var User_Logon = CurrentUser.user_logon;<\/em><br \/>\n<em>TabName=User_Logon+&#8221; Subscriptions&#8221;;<\/em><br \/>\n<em>var n = x.indexOf(&#8220;Subscriptions&#8221;);<\/em><br \/>\n<em>var res = x.replace(&#8220;Subscriptions&#8221;, TabName);<\/em><br \/>\n<em>$(&#8216;.TABOFF&#8217;).each(function()<\/em><br \/>\n<em> {if($( this ).text()==&#8217;Subscriptions&#8217;)<\/em><br \/>\n<em> { $( this ).text(TabName);<\/em><br \/>\n<em> }<\/em><br \/>\n<em> });<\/em><br \/>\n<em>});<\/em><br \/>\n<strong>2.<\/strong> Make \u201cInline Translation Mode\u201d ON. Go to \u201cMy CRM\u201d.<br \/>\n<strong>3.<\/strong> Go to inline translation of Dashboard tab and put your .js page path as shown below &#8211;<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/IMG002.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-12932\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/IMG002.jpg\" alt=\"IMG002\" width=\"589\" height=\"221\" \/><\/a><br \/>\n<strong>4.<\/strong> After saving, you will be able to see the tab name preceding with Logged in User Name.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/IMG003.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-12933\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/IMG003.jpg\" alt=\"IMG003\" width=\"624\" height=\"266\" \/><\/a><br \/>\n<strong>5.<\/strong> Also, put the below script under Screens\/Lists of Custom Content block to see the effect on click of that tab.<br \/>\n<em> &lt;script&gt;<\/em><br \/>\n<em>crm.ready(function()<\/em><br \/>\n<em>{<\/em><br \/>\n<em>var x = $(&#8220;.TABON&#8221;).text();<\/em><br \/>\n<em> var User_Logon = CurrentUser.user_logon; <\/em><br \/>\n<em> TabName=User_Logon+&#8221; Subscriptions&#8221;;<\/em><br \/>\n<em> $(&#8220;.TABON&#8221;).text(TabName);<\/em><br \/>\n<em> });<\/em><br \/>\n<em> &lt;\/script&gt;<\/em><br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/IMG004.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-12934\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/IMG004.jpg\" alt=\"IMG004\" width=\"631\" height=\"197\" \/><\/a><br \/>\n<span style=\"color: #993300;\"><em><strong>Also Read:<\/strong><\/em><\/span><br \/>\n<strong>1.<\/strong> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/30\/highlight-checked-checkboxes-using-jquery\/\" target=\"_blank\">Highlight Checked Checkboxes using jQuery<\/a><br \/>\n<strong>2.<\/strong> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/03\/11\/changing-max-allowable-length-of-text-field-using-jquery\/\" target=\"_blank\">Changing max allowable length of Text field using Jquery<\/a><br \/>\n<strong>3.<\/strong> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/03\/02\/sort-dropdown-list-items-using-jquery\/\" target=\"_blank\">Sort Dropdown list items using jQuery<\/a><br \/>\n<strong>4.<\/strong> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/11\/linked-selection-fields-through-client-side-scripting\/\" target=\"_blank\">Linked selection fields through client side scripting<\/a><br \/>\n<strong>5.<\/strong> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/05\/new-way-client-side-field-customizations\/\" target=\"_blank\">New way of Client side field customizations<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>JQuery helps us to customize our Sage CRM as per customer needs and in this blog I will be explaining how to assign logged in Username to one of the custom tab. In our previous blog, I have explained that how we can highlight checked checkboxes using jQuery. Please refer below link. New Stuff:\u00a0Hide options\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/21\/display-current-user-name-under-custom-tab-using-jquery\/\">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":[201,332,1],"tags":[877,986,1475,2529],"class_list":["post-12930","post","type-post","status-publish","format-standard","hentry","category-jquery","category-sage-crm","category-uncategorized","tag-custom-tab","tag-displaying-current-user-name","tag-jquery","tag-user-name-on-tab"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Display Current User Name under Custom Tab using jQuery - 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\/06\/21\/display-current-user-name-under-custom-tab-using-jquery\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Display Current User Name under Custom Tab using jQuery - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"JQuery helps us to customize our Sage CRM as per customer needs and in this blog I will be explaining how to assign logged in Username to one of the custom tab. In our previous blog, I have explained that how we can highlight checked checkboxes using jQuery. Please refer below link. New Stuff:\u00a0Hide options\u2026 Read More &raquo;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/21\/display-current-user-name-under-custom-tab-using-jquery\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2016-06-21T07:10:53+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/IMG0011.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/21\/display-current-user-name-under-custom-tab-using-jquery\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/21\/display-current-user-name-under-custom-tab-using-jquery\/\",\"name\":\"Display Current User Name under Custom Tab using jQuery - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/21\/display-current-user-name-under-custom-tab-using-jquery\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/21\/display-current-user-name-under-custom-tab-using-jquery\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/IMG0011.jpg\",\"datePublished\":\"2016-06-21T07:10:53+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/21\/display-current-user-name-under-custom-tab-using-jquery\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/21\/display-current-user-name-under-custom-tab-using-jquery\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/21\/display-current-user-name-under-custom-tab-using-jquery\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/IMG0011.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/IMG0011.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/21\/display-current-user-name-under-custom-tab-using-jquery\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Display Current User Name under Custom Tab using jQuery\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips &amp; tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Display Current User Name under Custom Tab using jQuery - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/21\/display-current-user-name-under-custom-tab-using-jquery\/","og_locale":"en_US","og_type":"article","og_title":"Display Current User Name under Custom Tab using jQuery - Sage CRM \u2013 Tips, Tricks and Components","og_description":"JQuery helps us to customize our Sage CRM as per customer needs and in this blog I will be explaining how to assign logged in Username to one of the custom tab. In our previous blog, I have explained that how we can highlight checked checkboxes using jQuery. Please refer below link. New Stuff:\u00a0Hide options\u2026 Read More &raquo;","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/21\/display-current-user-name-under-custom-tab-using-jquery\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2016-06-21T07:10:53+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/IMG0011.jpg","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/21\/display-current-user-name-under-custom-tab-using-jquery\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/21\/display-current-user-name-under-custom-tab-using-jquery\/","name":"Display Current User Name under Custom Tab using jQuery - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/21\/display-current-user-name-under-custom-tab-using-jquery\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/21\/display-current-user-name-under-custom-tab-using-jquery\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/IMG0011.jpg","datePublished":"2016-06-21T07:10:53+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/21\/display-current-user-name-under-custom-tab-using-jquery\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/21\/display-current-user-name-under-custom-tab-using-jquery\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/21\/display-current-user-name-under-custom-tab-using-jquery\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/IMG0011.jpg","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/06\/IMG0011.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/06\/21\/display-current-user-name-under-custom-tab-using-jquery\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Display Current User Name under Custom Tab using jQuery"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips &amp; tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/12930","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=12930"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/12930\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=12930"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=12930"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=12930"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}