{"id":23186,"date":"2019-11-26T11:31:51","date_gmt":"2019-11-26T11:31:51","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=23186"},"modified":"2019-12-10T05:46:27","modified_gmt":"2019-12-10T05:46:27","slug":"adding-image-to-summary-screen-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/11\/26\/adding-image-to-summary-screen-in-sage-crm\/","title":{"rendered":"Adding Image to Summary Screen in Sage CRM"},"content":{"rendered":"\n

Sage CRM has many features that help the user to maintain detailed information of customers. Also, it simplifies the accessibility of information for Sage CRM users. In service industry who plans a visit to the customer location for product demo or services. On field Image of Customer or their office location images are very handy. This blog will showcase how you can achieve displaying the Office Image\/ Person images on the Summary screen.<\/p>\n\n\n\n

New stuff: <\/b><\/em>How to overcome issue with Multi select fields in Sage CRM 2018 R3?<\/a><\/p>\n\n\n\n


Just follow the below defined steps and you will be able to upload person profile images to Person summary screen so that you sales rep can easily identify the contact person for the visit.<\/p>\n\n\n\n

  1. Navigate to Administration -> Customization -> Person -> Fields
    adding new field name as \u201cPerson Image\u201d in as shown in below screen. \n    \"Person<\/a>\n
    Person Field<\/i><\/center><\/font>\n<\/li>
  2. Navigate to Administration -> Customization -> Person -> Screens
    adding created field in screen name as \u201cPersonBoxLong\u201d
    adding below script in \u201cCreate Script\u201d then click on update and save as shown in below screenshot.<\/br>\nif(Values(“Act”)==220||Values(“Act”)==520)<\/br>\n{<\/br>\n\tvar PersonImageURL = “”;<\/br>\n\t\n\t<\/br>var strPersonId = CRM.GetContextInfo(‘person’,’pers_personid’);\n\t<\/br>var objPerson = CRM.FindRecord(‘library’,”libr_type=’Image’ and libr_personid =”+strPersonId);\n\n\t<\/br>var SID = new String(Values(“SID”));\n\t\n\t<\/br>var strPath = CRM.URL(220);\n\t<\/br>var arrayFullKeys = strPath.split(“?”);\n\n\t<\/br>if (!objPerson.eof)\n\t<\/br>{\n\t<\/br>PersonImageURL += arrayFullKeys[0]+”\/”+”?SID=”+SID+”&Act=1282&Mode=0″;\n\t<\/br>PersonImageURL += “&FileName=”+objPerson.Libr_FilePath+objPerson.Libr_FileName;\n\t<\/br>\tCaption = “img width=100 src='”+PersonImageURL+”‘”;\n\t<\/br>}\n\t<\/br>else\n\t<\/br>\tCaption = “No Image Available”;\n<\/br>}\n<\/br>else\n\t<\/br>Hidden =true;\n    \"Create<\/a>\n
    Create Script<\/i><\/center><\/font>\n <\/li>
  3. Navigate to Administration -> Customisation -> Documents -> Fields
    Add one more option name as \u201cImage\u201d in field \u201cType\u201d and click on Save as shown in below screenshot.\n    \"Document<\/a>\n
    Document Type<\/i><\/center><\/font>\n<\/li>
  4. Navigate to \u201cDocument\u201d<\/strong> tab of person. Which is as shown in below screenshot, click on Add file button. \n\"Add<\/a>\n
    Add Document<\/i><\/center><\/font>\n<\/li>
  5. After clicking on Add File button we get screen as shown in below screenshot. For adding image select Type: Image
    File: Image from local machine
    after selecting type and file to upload click on Save button.    \"Image<\/a>\n
    Image Selection<\/i><\/center><\/font><\/li>
  6. Navigate to Summary screen of person, we can see there is image for person as shown in below screenshot. \"Person<\/a>\n
    Person Summary<\/i><\/center><\/font> <\/li><\/ol>\n\n\n\n

    Similarly you also can add the Office Image to Company Summary screen. Hope this information helps.<\/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":"

    Sage CRM has many features that help the user to maintain detailed information of customers. Also, it simplifies the accessibility of information for Sage CRM users. In service industry who plans a visit to the customer location for product demo or services. On field Image of Customer or their office location images are very handy.\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":[83,332,333,334,335,336,337,338,341,342,1],"tags":[3981,3982,1388,3980,2232],"class_list":["post-23186","post","type-post","status-publish","format-standard","hentry","category-crm72","category-sage-crm","category-sage-crm-2017","category-sage-crm-2018","category-sage-crm-2018-crm72","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm-73","category-sage-crm-r1","category-sage-crm7-3","category-uncategorized","tag-company-summary","tag-custom-code","tag-image","tag-person-summary","tag-script"],"yoast_head":"\nAdding Image to Summary 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\/2019\/11\/26\/adding-image-to-summary-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=\"Adding Image to Summary Screen in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM has many features that help the user to maintain detailed information of customers. 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