{"id":21072,"date":"2018-11-26T05:48:30","date_gmt":"2018-11-26T05:48:30","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=21072"},"modified":"2019-02-20T10:06:17","modified_gmt":"2019-02-20T10:06:17","slug":"html-formatting-of-notification-content-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/11\/26\/html-formatting-of-notification-content-in-sage-crm\/","title":{"rendered":"HTML Formatting of Notification Content in Sage CRM"},"content":{"rendered":"

Notifications are a very powerful tool in Sage CRM<\/a>. It can keep Sales and Management people aware of what\u2019s moving in their Sales pipeline. Sage CRM<\/a> has inbuilt functionality to either show on screen notifications or send out email notifications. There are 2 ways to do this, escalation rules or Quick notifications.<\/p>\n

New Stuff:\u00a0<\/strong><\/em>Highlight Date Column in Sage CRM Grid<\/span><\/a><\/span><\/p>\n

In Sage CRM<\/a> 2017 onwards, On Screen Notifications can be seen with a new tab at the right hand side corner. In this area, notification from all the entities can be viewed. Sometimes, it gets difficult to distinguish between notifications as too many of them are available in the same context. So, in order to avoid such confusion we can format the notification content using HTML syntax.<\/p>\n

Let\u2019s follow the below steps to format the notification content of \u201cHigh Value Opportunity\u201d<\/strong> notification.<\/p>\n

1.<\/strong> Login to Sage CRM<\/a>.
\n2.<\/strong> Go to Administration -> Customization -> Translations<\/strong>
\n3.<\/strong> In Caption Code, write \u201cNotifyHighValueOppoWon\u201d<\/strong> and search.
\n4.<\/strong> Open the translation and change the \u201cUS Translation\u201d<\/strong> as follows:<\/p>\n

<I><B>High Value Opportunity won:<\/B> Opportunity <B><font face=”verdana” color=”green”>#oppo_description#<\/font><\/B> assigned to #oppo_assigneduserid# forecast value <B><font face=”verdana” color=”red”>#oppo_forecast#<\/font><\/B> has been won.<\/I><\/em><\/p>\n

Notifications rely on tomcat service. So, if you have made any changes in the notifications, then to reflect the same you have to restart the Apache Tomcat Service of CRM.<\/p>\n

After restarting the service, click on the Notification icon, you can see that the \u201cHigh-Value Opportunity\u201d<\/strong> notification content is formatted with HTML as shown in below screenshot.<\/p>\n

\"\"<\/p>\n

About 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":"

Notifications are a very powerful tool in Sage CRM. It can keep Sales and Management people aware of what\u2019s moving in their Sales pipeline. Sage CRM has inbuilt functionality to either show on screen notifications or send out email notifications. There are 2 ways to do this, escalation rules or Quick notifications. New Stuff:\u00a0Highlight Date\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,70,98,173,261,310,332,333,335,334,360,405,408],"tags":[3725,3723,3726,3724,3727],"class_list":["post-21072","post","type-post","status-publish","format-standard","hentry","category-administrator","category-communication","category-customization","category-highlight","category-notifications-sage-crm","category-records","category-sage-crm","category-sage-crm-2017","category-sage-crm-2018-crm72","category-sage-crm-2018","category-service","category-tomcat-server","category-translations","tag-crm-notifications","tag-html-formatting-of-notification-content-in-sage-crm","tag-on-screen-notifications","tag-sage-crm-notifications","tag-tomcat-service"],"yoast_head":"\nHTML Formatting of Notification Content 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\/2018\/11\/26\/html-formatting-of-notification-content-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"HTML Formatting of Notification Content in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Notifications are a very powerful tool in Sage CRM. 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