{"id":24866,"date":"2020-10-12T06:05:32","date_gmt":"2020-10-12T06:05:32","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=24866"},"modified":"2020-10-12T06:05:35","modified_gmt":"2020-10-12T06:05:35","slug":"display-the-records-count-in-companys-top-content","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/10\/12\/display-the-records-count-in-companys-top-content\/","title":{"rendered":"Display the Records Count in Company\u2019s Top Content"},"content":{"rendered":"\n

Sage CRM<\/a> has screens designed in such a way that it helps the Users with all the important information w.r.t that respective entity screen in a very user-friendly manner. Moreover, the flexibility of Sage CRM to configure the screens as per business requirements has made it even more supportive. One such screen available on CRM platform is the Top Content screen of every entity. These Top content screens of Sage CRM helps to get a quick overview of the respective entity record without having to search for the required information throughout the record\u2019s summary screen. There have also been requirements from the customers who have asked for some additional information in the top content. However, this time we got a requirement where we needed to display the Count of the records in the top content.<\/p>\n\n\n\n

New Stuff:<\/em><\/strong> New Features in latest GUMU™ Sage CRM \u2013 Sage 100 Integration<\/a><\/p>\n\n\n\n

One of our Clients using Sage CRM to manage Customer Service of their Business had a requirement of displaying the count of Case\/Ticket records on the Top content of the Company record screen. The logic behind displaying the count of records was to get the count of data with an ease for the Customer Service agents while handling the service calls from Customer within CRM.<\/p>\n\n\n\n

Thus whenever a Customer service agent would open up the Company record in CRM, he would be able to view the Total number of Cases logged against that respective customer as well as total number of Active case records. Along with this, the number of Cases shown must also get updated whenever a new case record is generated.<\/p>\n\n\n\n

We achieved the same with the help of some scripting against a new field. Firstly, we created a new field in the Company entity that would be used to display the count of records.<\/p>\n\n\n\n

  1. Navigate to Administration -> Customisation -> Company<\/strong><\/li>
  2. Create a New Field e.g. comp_dummy<\/strong><\/li>
  3. Mark it as Read-only.<\/li>
  4. Navigate to Screens<\/strong> tab under Company entity and open up Company Top Content<\/strong> screen.<\/li>
  5. Add the new field created i.e. (comp_dummy).<\/li>
  6. Add below script under the Create Script<\/strong> section of the field.<\/li><\/ol>\n\n\n\n
    <\/a>\n\n
    Script to display count in top content<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

    7. Save the Changes and navigate to Company\u2019s Summary screen.<\/p>\n\n\n\n

    You will find the Total number of Cases as well as the Active number of Cases been displayed on the Top Content area as shown below \u2013<\/p>\n\n\n\n

    <\/a>\n\n
    Company Top Content screen with Count of records<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

    In similar way, you could also display count of Opportunity records or count of Open communications that could give a quick idea of the open records against the Customer.<\/p>\n\n\n\n

    Thus, when a Customer service executive is on live call with the Client and need to address concern of the customer they will be able to get the proper statistics of all the entity records linked with that particular company record. This would rather be time saving than navigating to individual tabs and filtering out the Total number and Active records.<\/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\n\n\n

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

    Sage CRM has screens designed in such a way that it helps the Users with all the important information w.r.t that respective entity screen in a very user-friendly manner. Moreover, the flexibility of Sage CRM to configure the screens as per business requirements has made it even more supportive. One such screen available on CRM\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":[9,19,48,53,71,73,77,97,119,189,269,310,332,352,406],"tags":[720,4247,770,4245,4244,4249,4246,2459],"class_list":["post-24866","post","type-post","status-publish","format-standard","hentry","category-account","category-administrator","category-calculate","category-cases","category-company","category-configuration","category-context","category-customer","category-display","category-information","category-opportunity-sage-crm","category-records","category-sage-crm","category-script","category-top-content-sage-crm","tag-company","tag-companys-top-content","tag-count","tag-display-the-records-count","tag-display-the-records-count-in-companys-top-content","tag-entity-records","tag-records-count","tag-top-content"],"yoast_head":"\nDisplay the Records Count in Company\u2019s Top Content - 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\/10\/12\/display-the-records-count-in-companys-top-content\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Display the Records Count in Company\u2019s Top Content - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM has screens designed in such a way that it helps the Users with all the important information w.r.t that respective entity screen in a very user-friendly manner. 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