{"id":14379,"date":"2017-05-25T08:48:23","date_gmt":"2017-05-25T08:48:23","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=14379"},"modified":"2019-03-11T09:21:50","modified_gmt":"2019-03-11T09:21:50","slug":"tooltip-within-sage-crm-grid","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/05\/25\/tooltip-within-sage-crm-grid\/","title":{"rendered":"Tooltip within Sage CRM Grid"},"content":{"rendered":"

In Sage CRM, wherever there is multiline text field added on a list, for display purpose CRM will truncate its text and show it up to reasonable size. In this case, User won\u2019t be able to read the whole text at a glance. To overcome this, we can add tooltip within grid and read whole text.<\/p>\n

New Stuff: <\/em><\/strong>GUMU™ for Sage CRM \u2013 Sage 100 Integration compatible with Sage CRM version 2017 R2<\/a><\/span><\/p>\n

To achieve this, we will take example of Opportunity tracking notes.<\/p>\n

In below screen shot, we have one opportunity with multiline description. But on grid, it is truncating the text.<\/p>\n

\"Note<\/a>

Note Tab<\/p><\/div>\n

By following steps we can add the tooltip on the Note<\/strong> column of a grid:<\/p>\n

    \n
  1. Login to Sage CRM.<\/li>\n
  2. Navigate to Administration | Customization<\/li>\n
  3. Select Notes from secondary entity dropdown and navigate to Lists<\/strong> tab and select<\/li>\n
  4. Click on Customize and select Notes column.<\/li>\n
  5. Now select Notes<\/strong> from Hyperlink to<\/strong><\/li>\n
  6. Now on Custom content<\/strong> Section of the screen, add following code:<\/li>\n<\/ol>\n

    <SCRIPT><\/em>
    \n$(document).ready(function(){<\/em>
    \nvar contextInfo = crm.getArgs();<\/em>
    \nif (contextInfo.Act == “186”)<\/em>
    \n{<\/em>
    \nvar columnNote = crm.grids(0).columnIndex(“note_note”);<\/em>
    \ncrm.grids().filterWhere(“note_note”, “ne”, “”).exec(function (index, key) {<\/em>
    \nvar rowIndex = $(key).parent().index() -1;<\/em>
    \nvar columnNoteHTML = crm.grids(0).getCellHtml(rowIndex,columnNote);<\/em>
    \nrowURL = crm.getArgs($(columnNoteHTML)[0].href);<\/em>
    \nvar noteID = rowURL.Note_NoteId;<\/em>
    \nvar successNotes = function (crmRecord)<\/em>
    \n{<\/em>
    \ncrm.grids(0).setCellAttribute(rowIndex, columnNote, “title”, crmRecord.note_note);<\/em>
    \n}<\/em>
    \ncrm.sdata({<\/em>
    \nentity: “notes”,<\/em>
    \nid: noteID,<\/em>
    \nsuccess: successNotes<\/em>
    \n});<\/em>
    \n})<\/em>
    \n}<\/em>
    \n});<\/em>
    \n<\/SCRIPT><\/em><\/p>\n

    Refer below screen shot for Step no. 5 & 6.<\/p>\n

    \"\"<\/a>

    Custom content Section<\/p><\/div>\n

      \n
    1. Click on Save and go to Opportunity-> Notes tab and mouse over the note column and you can observe the tooltip has been added. (Refer below screen shot)<\/li>\n<\/ol>\n
      \"Opportunity-><\/a>

      Opportunity-> Notes tab<\/p><\/div>\n

      About Us<\/strong><\/span>
      \n      Greytrix<\/a> a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n

      Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct<\/a>, Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>).We also offer best-in-class\u00a0Sage ERP<\/a> and Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes Greytrix Business Manager<\/a>, Sage CRM Project Manager<\/a>, Sage CRM Resource Planner<\/a>, Sage CRM Contract Manager<\/a>, Sage CRM Event Manager<\/a>, Sage CRM Budget Planner<\/a>, Gmail Integration<\/a>, Sage CRM Mobile Service Signature<\/a> and Sage CRM CTI Framework<\/a>.<\/p>\n

      Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>.<\/p>\n

      For more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

      In Sage CRM, wherever there is multiline text field added on a list, for display purpose CRM will truncate its text and show it up to reasonable size. In this case, User won\u2019t be able to read the whole text at a glance. To overcome this, we can add tooltip within grid and read whole\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[83,95,114,134,332],"tags":[2456],"class_list":["post-14379","post","type-post","status-publish","format-standard","hentry","category-crm72","category-custom-page-sage-crm","category-design","category-enable","category-sage-crm","tag-tool-tip"],"yoast_head":"\nTooltip within Sage CRM Grid - 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\/2017\/05\/25\/tooltip-within-sage-crm-grid\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tooltip within Sage CRM Grid - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In Sage CRM, wherever there is multiline text field added on a list, for display purpose CRM will truncate its text and show it up to reasonable size. 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