{"id":22101,"date":"2019-06-24T13:02:26","date_gmt":"2019-06-24T13:02:26","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=22101"},"modified":"2019-07-09T10:26:28","modified_gmt":"2019-07-09T10:26:28","slug":"recent-list-customization-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/06\/24\/recent-list-customization-sage-crm\/","title":{"rendered":"Recent List Customization in Sage CRM"},"content":{"rendered":"

In Sage CRM, Recent list is used to quickly review previously visited records. In earlier blogs, we have explained Manage the size of the Recent List<\/a> and Delete Recent List item in CRM<\/a>. In this blog, we will explain how to alter other field into Recent List for custom entity.<\/p>\n

New Stuff:<\/em><\/strong><\/span> Troubleshooting issues with Data Upload in Sage CRM<\/a><\/strong><\/p>\n

When user visits any record of Primary entity in Sage CRM, that particular record gets added into Recent List. User can simply click on the hyperlink of the record in Recent List and quickly navigate directly to that particular record.<\/p>\n

Consider an example, we have Contract entity created in our Sage CRM and it shows Contract Name into Recent List as shown below.<\/p>\n

\"\"<\/p>\n

Now suppose you want to display Contract Number into Recent List then it can be done by following below steps.<\/p>\n

After this changes, navigate to any record and check Contract section in recent list; it will show Contract Reference Number as shown below.<\/p>\n

    \n
  1. Login to Sage CRM with Admin user.<\/li>\n
  2. Navigate to Administration | Customization | Translations.<\/li>\n
  3. Below screen will be visible to you. Enter below details and click on Find<\/strong> button.
    Caption Family:<\/strong> Contracts
    Caption Code:<\/strong> NameColumn
    \"\"<\/li>\n
  4. Click on the Caption Code Hyperlink and below screen will get displayed.<\/li>\n
  5. Change all the Translations from Cont_Name<\/strong> to Cont_ReferenceNumber<\/strong> and click on Save<\/strong> button.
    \n\"\"<\/li>\n
  6. After this changes, navigate to any record and check Contract section in recent list; it will show Contract Reference Number as shown below.<\/li>\n<\/ol>\n

    \"\"<\/p>\n

    With above steps, you can alter Recent List for any other custom entity.<\/p>\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> has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>), Sage Intacct<\/a>, Sage 100<\/a>, Sage 500<\/a> and Sage 300<\/a>).We also offer best-in-class Sage ERP<\/a> and Sage CRM<\/a> customization and development services to Business Partners, End Users
    and Sage PSG worldwide. Greytrix helps in migrating 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 sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n

    <\/p>\n","protected":false},"excerpt":{"rendered":"

    In Sage CRM, Recent list is used to quickly review previously visited records. In earlier blogs, we have explained Manage the size of the Recent List and Delete Recent List item in CRM. In this blog, we will explain how to alter other field into Recent List for custom entity. New Stuff: Troubleshooting issues with\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":[83,332,333,335,334,336,337,338,1],"tags":[857],"class_list":["post-22101","post","type-post","status-publish","format-standard","hentry","category-crm72","category-sage-crm","category-sage-crm-2017","category-sage-crm-2018-crm72","category-sage-crm-2018","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm-73","category-uncategorized","tag-custom-entity"],"yoast_head":"\nRecent List Customization 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\/2019\/06\/24\/recent-list-customization-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Recent List Customization in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In Sage CRM, Recent list is used to quickly review previously visited records. In earlier blogs, we have explained Manage the size of the Recent List and Delete Recent List item in CRM. In this blog, we will explain how to alter other field into Recent List for custom entity. New Stuff: Troubleshooting issues with\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/06\/24\/recent-list-customization-sage-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2019-06-24T13:02:26+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2019-07-09T10:26:28+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/06\/Img1-1.jpg\" \/>\n<meta name=\"author\" content=\"Greytrix\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Greytrix\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 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\/2019\/06\/24\/recent-list-customization-sage-crm\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/06\/24\/recent-list-customization-sage-crm\/\",\"name\":\"Recent List Customization 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\/2019\/06\/24\/recent-list-customization-sage-crm\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/06\/24\/recent-list-customization-sage-crm\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/06\/Img1-1.jpg\",\"datePublished\":\"2019-06-24T13:02:26+00:00\",\"dateModified\":\"2019-07-09T10:26:28+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/06\/24\/recent-list-customization-sage-crm\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/06\/24\/recent-list-customization-sage-crm\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/06\/24\/recent-list-customization-sage-crm\/#primaryimage\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/06\/Img1-1.jpg\",\"contentUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/06\/Img1-1.jpg\",\"width\":637,\"height\":301},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/06\/24\/recent-list-customization-sage-crm\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Recent List Customization 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. 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 & 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\/402abe5da07cd7f9bfeb6acfa41fae39\",\"name\":\"Greytrix\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g\",\"caption\":\"Greytrix\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greytrix\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Recent List Customization in Sage CRM - 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\/2019\/06\/24\/recent-list-customization-sage-crm\/","og_locale":"en_US","og_type":"article","og_title":"Recent List Customization in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components","og_description":"In Sage CRM, Recent list is used to quickly review previously visited records. In earlier blogs, we have explained Manage the size of the Recent List and Delete Recent List item in CRM. In this blog, we will explain how to alter other field into Recent List for custom entity. New Stuff: Troubleshooting issues with\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/06\/24\/recent-list-customization-sage-crm\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2019-06-24T13:02:26+00:00","article_modified_time":"2019-07-09T10:26:28+00:00","og_image":[{"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/06\/Img1-1.jpg","type":"","width":"","height":""}],"author":"Greytrix","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Greytrix","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/06\/24\/recent-list-customization-sage-crm\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/06\/24\/recent-list-customization-sage-crm\/","name":"Recent List Customization 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\/2019\/06\/24\/recent-list-customization-sage-crm\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/06\/24\/recent-list-customization-sage-crm\/#primaryimage"},"thumbnailUrl":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/06\/Img1-1.jpg","datePublished":"2019-06-24T13:02:26+00:00","dateModified":"2019-07-09T10:26:28+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/06\/24\/recent-list-customization-sage-crm\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/06\/24\/recent-list-customization-sage-crm\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/06\/24\/recent-list-customization-sage-crm\/#primaryimage","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/06\/Img1-1.jpg","contentUrl":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/06\/Img1-1.jpg","width":637,"height":301},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/06\/24\/recent-list-customization-sage-crm\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Recent List Customization 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. 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 & 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\/402abe5da07cd7f9bfeb6acfa41fae39","name":"Greytrix","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g","caption":"Greytrix"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greytrix\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/22101","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\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=22101"}],"version-history":[{"count":19,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/22101\/revisions"}],"predecessor-version":[{"id":22193,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/22101\/revisions\/22193"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=22101"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=22101"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=22101"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}