{"id":22678,"date":"2019-09-23T10:48:58","date_gmt":"2019-09-23T10:48:58","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=22678"},"modified":"2019-10-11T05:34:42","modified_gmt":"2019-10-11T05:34:42","slug":"changing-the-default-status-of-communications-while-loading-calendar-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/09\/23\/changing-the-default-status-of-communications-while-loading-calendar-in-sage-crm\/","title":{"rendered":"Changing the Default Status of Communications while loading Calendar in Sage CRM"},"content":{"rendered":"\n

Calendar is one of the effective and main feature available in Sage CRM<\/a>. In the latest versions of CRM many new functionalities have been added. You can refer earlier blogs for calendar functionalities in Sage CRM<\/a>. In this blog, we will be explaining how to change the default status of communications while loading the calendar after user is logged into the CRM.<\/p>\n\n\n\n

New Stuff:<\/em><\/strong> Sage CRM 2018R3: Mark MailChimp Campaign\u2019s as \u201cClosed\u201d<\/a><\/p>\n\n\n\n

Whenever users log into CRM and go to calendar tab from MY CRM, by default calendar shows the list of Pending communication. You can refer below screen shot for same.\n<\/p>\n\"List<\/a>\n\n

List of Pending communication<\/i><\/center><\/font><\/p>\n\n\n\n

But what if, users want to see communications of some different status by default? After lots of analysis, we got the solution for this. Follow below steps, here we have explained how to display ‘In Progress’ communication records rather than ‘Pending’ ones in Calendar.<\/p>\n\n\n\n

  1. Go To the below path and open responsiveCalendarView JS page.
    Drive where your Sage CRM is installed\\Program Files (x86)\\Sage\\CRM\\\\WWWRoot\\js\\calendar\\view<\/li>
  2. Search the keyword \u201cPending\u201d and change with the keyword \u201cInProgress\u201d. Once changed, save the JS page.<\/li>
  3. After saving the page. Clear the browser cookies.<\/li>
  4. Now login into the CRM and go to the calendar tab from My CRM. You will see the default list of In Progress Communications rather than pending communications. Refer below screen shot.<\/li><\/ol>\n\n\n\n\"List<\/a>\n\n
    List of In Progress communication<\/i><\/center><\/font><\/p>\n\n\n\n

    In similar way, you can modify the view of the Calendar by changing the default status value of the communications to be sorted on.<\/p>\n\n\n\n

    About Us<\/strong><\/span><\/p>\n\n\n\n

    Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

    Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

    Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\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","protected":false},"excerpt":{"rendered":"

    Calendar is one of the effective and main feature available in Sage CRM. In the latest versions of CRM many new functionalities have been added. You can refer earlier blogs for calendar functionalities in Sage CRM. In this blog, we will be explaining how to change the default status of communications while loading the calendar\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":[49,70,332,335],"tags":[3642,3695,3908,712,715,3907,3910,3909],"class_list":["post-22678","post","type-post","status-publish","format-standard","hentry","category-calender","category-communication","category-sage-crm","category-sage-crm-2018-crm72","tag-calendar-in-sage-crm","tag-calendar-list-in-sage-crm","tag-calendar-list-status","tag-communication-list","tag-communications","tag-default-status-of-communications","tag-in-progress-communication","tag-pending-communication"],"yoast_head":"\nChanging the Default Status of Communications while loading Calendar 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\/09\/23\/changing-the-default-status-of-communications-while-loading-calendar-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Changing the Default Status of Communications while loading Calendar in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Calendar is one of the effective and main feature available in Sage CRM. 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