{"id":22826,"date":"2019-10-23T07:28:32","date_gmt":"2019-10-23T07:28:32","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=22826"},"modified":"2019-10-23T10:07:42","modified_gmt":"2019-10-23T10:07:42","slug":"extending-the-favourites-facility-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/10\/23\/extending-the-favourites-facility-in-sage-crm\/","title":{"rendered":"Extending the Favourites Facility in Sage CRM"},"content":{"rendered":"\n

You all must be aware of the Favourites feature provided in Sage CRM<\/a> that is used to bookmark the records in CRM, just like we do in Chrome, IE or any other browsers. Marking the records as Favourites helps to keep the records handy, thereby allowing to access the records on the go. However, there is one slight shortcoming of Favourites list related to Opportunity entity i.e. it only displays the Description of the Opportunity record in the list.<\/p>\n\n\n\n

New Stuff: <\/strong><\/em>Adding a Pipeline graphic to List using .Net API in Sage CRM<\/a><\/p>\n\n\n\n

Just by looking at the Description of the Opportunity, it used to be very difficult to identify or recollect what product or which company this record belongs to. When multiple opportunities are created for a single product it became even more difficult to locate the one you are looking for.<\/p>\n\n\n\n

\"Standard<\/center><\/a>\n\n
Standard view of Favourites list<\/i><\/center><\/font><\/p>\n\n\n\n

To overcome this disadvantage, one of our Client requested to concatenate and display Customer Name as well as the opportunity description in the Favourites list. In order to achieve this, we first focused on fetching the Company Name<\/strong><\/em> from the Opportunity table only rather than pulling it from Company table at the database level. To do the same, follow below steps – <\/p>\n\n\n\n

  1. Create a new field in Opportunity entity say, ‘Oppo_Compname<\/strong>‘. <\/li>
  2. Create\/Execute a Trigger at Database level as below – <\/li><\/ol>\n\n\n\n

    <Snippet><\/strong><\/p>\n\n\n\n

    CREATE TRIGGER tOpportunity ON Opportunity
    \nAFTER INSERT
    \nAS
    \nBEGIN
    \n DECLARE @CompName NVARCHAR(100)
    \n DECLARE @CompID INT
    \n DECLARE @OppoID INT
    \n SELECT @CompID=Oppo_PrimaryCompanyId,@OppoID=Oppo_OpportunityId FROM inserted
    \n IF(ISNULL(@CompID,0)!=0)
    \n BEGIN
    \n SELECT @CompName=Comp_Name FROM Company(NOLOCK) WHERE Comp_Deleted IS NULL AND Comp_CompanyId=@CompID
    \n UPDATE Opportunity SET Oppo_Compname=@CompName WHERE Oppo_OpportunityId=@OppoID
    \n END
    \nEND<\/p>\n\n\n\n

    <\/Snippet><\/strong><\/p>\n\n\n\n

    1. Next step is to determine what needs to be displayed in the Favourites list. For this you need to configure\/update the changes in the Bord_RecDescriptor<\/strong> column in Custom_tables <\/strong>for the respective entity.<\/li>
    2. Since by default, Opportunity entity has #oppo_description# set against it in Custom_tables<\/strong>. In order to extend it to use other fields, we need to update the same under Bord_RecDescriptor<\/strong> column with no comma between them like – # Oppo_Compname# : #oppo_description#<\/strong><\/li>
    3. Restart the Tomcat service. <\/li><\/ol>\n\n\n\n

      Favourites lists view will be modified for Opportunity entity as shown below.<\/p>\n\n\n\n

      \"Favourites<\/center><\/a>\n\n
      Favourites list after applying the modifications<\/i><\/center><\/font><\/p>\n\n\n\n

      In this way, you can modify the Favourites list view for any other entity. However, these changes will be reflected for all the Users of Sage CRM<\/a>.<\/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":"

      You all must be aware of the Favourites feature provided in Sage CRM that is used to bookmark the records in CRM, just like we do in Chrome, IE or any other browsers. Marking the records as Favourites helps to keep the records handy, thereby allowing to access the records on the go. However, there\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":[102,111,119,137,151,152,209,219,332,352,426],"tags":[861,3931,3930,3929,3855,1131,1708],"class_list":["post-22826","post","type-post","status-publish","format-standard","hentry","category-database-sage-crm","category-default","category-display","category-entity","category-favorite","category-feature","category-layouts","category-list","category-sage-crm","category-script","category-visibility","tag-custom-fields-2","tag-custom-tables","tag-customize-favourites","tag-extending-the-favourites-facility-in-sage-crm","tag-favorite-list","tag-favourite","tag-opportunity"],"yoast_head":"\nExtending the Favourites Facility 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\/10\/23\/extending-the-favourites-facility-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Extending the Favourites Facility in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"You all must be aware of the Favourites feature provided in Sage CRM that is used to bookmark the records in CRM, just like we do in Chrome, IE or any other browsers. 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