{"id":14844,"date":"2017-08-01T04:11:52","date_gmt":"2017-08-01T04:11:52","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=14844"},"modified":"2019-03-11T10:02:34","modified_gmt":"2019-03-11T10:02:34","slug":"modifying-the-values-of-user-select-field-of-email-editor-screen-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/08\/01\/modifying-the-values-of-user-select-field-of-email-editor-screen-in-sage-crm\/","title":{"rendered":"Modifying the values of User Select field of Email Editor Screen in Sage CRM"},"content":{"rendered":"

One of the most helping feature of Sage CRM<\/a> Email editor screen is the User Select field which helps to select and add the CRM user in To, CC and Bcc fields. This feature reduces the efforts of CRM User to remember or re-type the Email ids every time they open the New Email screen. But this feature proves helpful for internal purpose only. What if you need to send emails to the Person\u2019s associated with the Company?<\/p>\n

New Stuff: <\/em><\/strong>Allow users to edit additional user preferences options on their own.<\/a><\/p>\n

The New Email Screen when opened from within the context of any Case or Opportunity record; displays the Person Email Id which is linked with the record in To<\/strong> field by default.
\n\"\"<\/a>
\nIn order to list out All the Person\u2019s names associated with the Company follow below steps –
\n1.<\/strong> Login into CRM<\/strong>.
\n2.<\/strong> Go to Administration -> Customization -> Communication -> Screens<\/strong>.
\n3.<\/strong> Then open EmailFilingBox<\/strong> screen and add following Create Script<\/strong> on Action<\/strong> field.
\nvar sCompanyId=”0″;
\nsCompanyId =HasValue(eWare.GetContextInfo(“Cases”,”Case_PrimaryCompanyId”));
\nif(sCompanyId==””)
\n{
\nvar sCaseId=”0″;
\nsCaseId = HasValue(eWare.GetContextInfo(“Communication”,”Comm_CaseId”));
\nif(sCaseId==””)
\n{
\nvar sSelectPQL=”SELECT Case_PrimaryCompanyId FROM Cases(NOLOCK) WHERE Case_Deleted IS NULL AND Case_CaseId='”+sCaseId+”‘”;
\nRecCases = eWare.CreateQueryObj(sSelectPQL);
\nRecCases.SelectSql();
\nif(!RecCases.eof)
\n{
\nsCompanyId=HasValue(RecCases(“Case_PrimaryCompanyId”));
\nif(sCompanyId==”null”||sCompanyId==”undefined”||sCompanyId==””)sCompanyId=””;
\n}
\n}
\n}
\nif(sCompanyId!=””)
\n{
\nvar sFullName=””;
\nvar sEmailAddress=””;
\nvar sSelectFullNameSQL=” SELECT (SELECT STUFF((Select ‘,’+ CAST(RTRIM(ISNULL(Pers_FirstName, ”)) + ‘ ‘ + RTRIM(ISNULL(Pers_LastName, ”)) AS NVARCHAR(MAX)) FROM vPerson(NOLOCK) WHERE Pers_Deleted IS NULL AND ISNULL(Pers_EmailAddress, ”)<>” AND Pers_CompanyId=”+sCompanyId+” ORDER BY Pers_PersonId FOR XML PATH(”)),1,1,”)) AS Pers_FirstName,(SELECT STUFF((Select ‘,’+ CAST(Pers_EmailAddress AS NVARCHAR(MAX)) FROM vPerson(NOLOCK) WHERE Pers_Deleted IS NULL AND ISNULL(Pers_EmailAddress, ”)<>” AND Pers_CompanyId= “+sCompanyId+” FOR XML PATH(”)),1,1,”)) AS Pers_EmailAddress “;
\nvar RecPersFullName = eWare.CreateQueryObj(sSelectFullNameSQL);
\nRecPersFullName.SelectSql();
\nif(!RecPersFullName.eof)
\n{
\nsFullName=new String(RecPersFullName(“Pers_FirstName”));
\nsEmailAddress=new String(RecPersFullName(“Pers_EmailAddress”));
\nif(sFullName==”null”||sFullName==”undefined”||sFullName==””)sFullName=””;
\nif(sEmailAddress==”null”||sEmailAddress==”undefined”||sEmailAddress==””)sEmailAddress=””;
\n}
\nif(sFullName!=”” && sEmailAddress!=””)
\n{
\nCaption+=”Action: <input type=hidden name=HDNFullName id=HDNFullName value='”+sFullName+”‘>”
\nCaption+=” <input type=hidden name=HDNEmailAddress id=HDNEmailAddress value='”+sEmailAddress+”‘>”
\n}
\n}
\nfunction HasValue(px_Value) {
\nll_Return = “”;
\nlc_Value = new String(px_Value);
\nif(lc_Value != “” && lc_Value != “undefined” && lc_Value != “NaN”) {
\nll_Return = lc_Value;
\n}
\nreturn ll_Return;
\n}
\n4.<\/strong> Click on Save<\/strong> Button.
\n5.<\/strong> Create a JavaScript<\/strong> page (e.g. Communication.js) with below jQuery Code in \u201c<installation path>\u201d\\WWWRoot\\js\\custom\u201d folder.
\ncrm.ready(function()
\n{
\nvar sAct=crm.getArg(“Act”,crm.url());
\nif(sAct==”” || sAct==”null” || sAct==”undefined”)sAct=””;
\nvar sKey0=crm.getArg(“Key0″,crm.url());
\nif(sKey0==”” || sKey0==”null” || sKey0==”undefined”)sKey0=””;
\nif(sKey0==”8″ && sAct==”1500″)
\n{
\nCommunicationOnLoad();
\n}
\n});
\nfunction CommunicationOnLoad()
\n{
\nif($(‘#HDNFullName’) && $(‘#HDNEmailAddress’))
\n{
\nvar FullName=$(‘#HDNFullName’).val();
\nvar EmailAddress=$(‘#HDNEmailAddress’).val();
\nif(FullName!=”” && EmailAddress!=””)
\n{
\nvar text = $(‘#comm_userid :selected’).val();
\nif (text == ‘-None-‘) return;
\n$(‘#comm_userid :not([value^=”‘+ text +'”])’).remove();
\n$(‘#comm_userid [value^=”1″]’).remove();\/\/For remove System Administrator
\nvar substrFullName = FullName.split(‘,’);
\nvar substrEmailAddress = EmailAddress.split(‘,’);
\nfor ( var i=0; i<substrFullName.length; i++ )
\n{
\nvar sMailId=substrFullName[i] +” <“+ substrEmailAddress[i] + “>”
\nInsertIntocomm_userid(sMailId,sMailId);
\n}
\n}
\n}
\n}
\n\/\/Add option
\nfunction InsertIntocomm_userid(FirstValue,SecondValue)
\n{
\nvar option1=document.createElement(‘option’);
\noption1.value=FirstValue;
\ndocument.EntryForm.comm_userid.options.add(option1);
\noption1.innerText = SecondValue;
\n}
\n6.<\/strong> Go to Administration -> System -> Metadata<\/strong>.
\n7.<\/strong> Check Refresh All<\/strong> checkbox and click on Execute Refresh<\/strong> button.
\nUser select field will now list out all the Person\u2019s name as shown below.
\n\"\"<\/a>
\nAbout Us<\/strong><\/span>
\nGreytrix<\/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":"

One of the most helping feature of Sage CRM Email editor screen is the User Select field which helps to select and add the CRM user in To, CC and Bcc fields. This feature reduces the efforts of CRM User to remember or re-type the Email ids every time they open the New Email screen.\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":[45,70,95,131,132,133,156,170,200,201,203,204,219,220,228,268,274,285,332,342,420],"tags":[1046,1633,1763,2534,2538],"class_list":["post-14844","post","type-post","status-publish","format-standard","hentry","category-business-email","category-communication","category-custom-page-sage-crm","category-email","category-email-inbound","category-email-server","category-file-email","category-group","category-javascript-sage-crm","category-jquery","category-jre","category-js-file","category-list","category-lists","category-mailmerge","category-onchangescript","category-outlook","category-person","category-sage-crm","category-sage-crm7-3","category-user-select","tag-email-editor-screen","tag-modifying-the-values-of-user-select-field-of-email-editor-screen-in-sage-crm","tag-persons-name-in-user-select-field","tag-user-select-field","tag-user-select-field-on-email-editor"],"yoast_head":"\nModifying the values of User Select field of Email Editor Screen in Sage CRM - 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\/08\/01\/modifying-the-values-of-user-select-field-of-email-editor-screen-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Modifying the values of User Select field of Email Editor Screen in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"One of the most helping feature of Sage CRM Email editor screen is the User Select field which helps to select and add the CRM user in To, CC and Bcc fields. This feature reduces the efforts of CRM User to remember or re-type the Email ids every time they open the New Email screen.\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/08\/01\/modifying-the-values-of-user-select-field-of-email-editor-screen-in-sage-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2017-08-01T04:11:52+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2019-03-11T10:02:34+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/1-7-1024x425.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=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/08\/01\/modifying-the-values-of-user-select-field-of-email-editor-screen-in-sage-crm\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/08\/01\/modifying-the-values-of-user-select-field-of-email-editor-screen-in-sage-crm\/\",\"name\":\"Modifying the values of User Select field of Email Editor Screen in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/08\/01\/modifying-the-values-of-user-select-field-of-email-editor-screen-in-sage-crm\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/08\/01\/modifying-the-values-of-user-select-field-of-email-editor-screen-in-sage-crm\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/1-7-1024x425.jpg\",\"datePublished\":\"2017-08-01T04:11:52+00:00\",\"dateModified\":\"2019-03-11T10:02:34+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/08\/01\/modifying-the-values-of-user-select-field-of-email-editor-screen-in-sage-crm\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/08\/01\/modifying-the-values-of-user-select-field-of-email-editor-screen-in-sage-crm\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/08\/01\/modifying-the-values-of-user-select-field-of-email-editor-screen-in-sage-crm\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/1-7-1024x425.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/1-7-1024x425.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/08\/01\/modifying-the-values-of-user-select-field-of-email-editor-screen-in-sage-crm\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Modifying the values of User Select field of Email Editor Screen in Sage CRM\"}]},{\"@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. 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