{"id":23881,"date":"2020-03-23T10:03:49","date_gmt":"2020-03-23T10:03:49","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=23881"},"modified":"2020-04-07T04:02:05","modified_gmt":"2020-04-07T04:02:05","slug":"rearranging-the-buttons-on-quote-summary-screen","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/03\/23\/rearranging-the-buttons-on-quote-summary-screen\/","title":{"rendered":"Rearranging the buttons on Quote Summary Screen"},"content":{"rendered":"\n<p>Quotes and Orders Summary screen has many predefine buttons, which increases performance of <a href=\"https:\/\/www.greytrix.com\/product\/crm-development\/sage-crm\">Sage CRM<\/a>. For example, clone button helps user to create exact replica of quote on single click, similarly \u201cConvert\u201d button creates an order record from quotes details.<\/p>\n\n\n\n<p><em><strong>New Stuff<\/strong><\/em>: <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/03\/20\/easy-steps-to-find-out-field-reference-in-sage-crm\/\">Easy Steps to Find out Field Reference in Sage CRM<\/a><\/p>\n\n\n\n<p> These buttons are arranged in specific order as shown below. There is no setting in Sage CRM from which one can change the order. <\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/03\/Img-1-2.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/03\/Img-1-2.jpg\" alt=\"Standard Button Order\"><\/a>\n<font size=\"2\"><center><i>Standard Button Order<\/i><\/center><\/font>\n\n\n\n<p> But what if one wants to rearrange these button? Upon investigation we found that each button is added via HTML table tag and having different ID\u2019s. So, placement of buttons can be changed using JavaScript functions. To do this follow below steps<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>&nbsp;Log on to CRM<\/li><li>Navigate through below path:<\/li><li><strong>Administration | Customization | Quotes<\/strong><\/li><li>Go to Screens tab and select Quote Summary.<\/li><li>Paste below script in custom content, and click on save.<\/li><\/ul>\n\n\n\n<pre class=\"wp-block-code\"><code>&lt;script>\ncrm.ready(function() {\nvar contRow=$('#Button_Continue').closest('table').closest('tr')\ncontRow.insertBefore($('#Button_Help').closest('table').closest('tr'))\nvar clonRow=$('#Button_Clone').closest('table').closest('tr')\nclonRow.insertAfter($('#Button_ChangeSummary').closest('table').closest('tr'))\nvar newLineItemRow=$('#Button_ButtonNewLineItem').closest('table').closest('tr')\nnewLineItemRow.insertAfter($('#Button_Clone').closest('table').closest('tr'))\n\n});\n&lt;\/script><\/code><\/pre>\n\n\n\n<p>Now if you check on Quote Summary page, Button arrangement has been changed as shown below:<\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/03\/img-2-2.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/03\/img-2-2.jpg\" alt=\"Rearranged Button\"><\/a>\n<font size=\"2\"><center><i>Rearranged Button<\/i><\/center><\/font>\n\n\n\n<p>Similarly you can do this for other entity buttons.<\/p>\n\n\n\n<p> Hope this helps.<\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p>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<p>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 style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; 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 style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Quotes and Orders Summary screen has many predefine buttons, which increases performance of Sage CRM. For example, clone button helps user to create exact replica of quote on single click, similarly \u201cConvert\u201d button creates an order record from quotes details. New Stuff: Easy Steps to Find out Field Reference in Sage CRM These buttons are\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/03\/23\/rearranging-the-buttons-on-quote-summary-screen\/\">Read More &raquo;<\/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":[332,83,272,304,333,335,334,3987,3986],"tags":[640,893,4103,4102,4100,2232],"class_list":["post-23881","post","type-post","status-publish","format-standard","hentry","category-sage-crm","category-crm72","category-orders","category-quotes","category-sage-crm-2017","category-sage-crm-2018-crm72","category-sage-crm-2018","category-sage-crm-2019-r1-sage-crm","category-sage-crm-2019-r1-sage-crm-2018-crm72","tag-buttons","tag-customization","tag-order-button","tag-quote-buttons","tag-rearranging","tag-script"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Rearranging the buttons on Quote Summary Screen - 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\/2020\/03\/23\/rearranging-the-buttons-on-quote-summary-screen\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Rearranging the buttons on Quote Summary Screen - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Quotes and Orders Summary screen has many predefine buttons, which increases performance of Sage CRM. 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