{"id":26021,"date":"2021-11-30T12:43:01","date_gmt":"2021-11-30T12:43:01","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=26021"},"modified":"2021-11-30T12:43:03","modified_gmt":"2021-11-30T12:43:03","slug":"notify-if-quote-is-expired-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/11\/30\/notify-if-quote-is-expired-in-sage-crm\/","title":{"rendered":"Notify if Quote is expired in Sage CRM"},"content":{"rendered":"\n<p>In Sage CRM, we can change the color of fields as per our need or business requirement. One of our client came up with a requirement that, if the expiration date has gone past the current date then it would show in Red color. Suppose you are having multiple Quotes records, but while going through the record there is no strong indication for Expiration Date of Quote in one glance except the user go for checking the expiration date explicitly.<\/p>\n\n\n\n<p><em>New Stuff<\/em>: <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/11\/30\/display-cases-for-current-month-in-sage-crm-dashboard\/\">Display Cases for Current Month in Sage CRM Dashboard<\/a><\/p>\n\n\n\n<p>We have created a dynamic function in such a way, that you need to give the condition and pass the value to the function as Field name and color, in client side (custom content). Suppose for example, if case priority is <strong>High<\/strong> then the field should be in Red color. As per client requirement, we need to change the color of <strong>Expiration date<\/strong> if it has gone past the current date then it shows in <strong>Red color<\/strong>.<\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/11\/img1-2.png\" 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\/2021\/11\/img1-2.png\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>Here are the steps that you need to follow to do the same.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Log on to CRM<\/li><li>Navigate to below path and select <strong>Quotes<\/strong> entity.<br>Administration | Customization | Quotes | Screens<\/li><li>Click on <strong>QuoteSummary<\/strong> Edit icon. Refer below screenshot.<\/li><\/ul>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/11\/img2-2.png\" 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\/2021\/11\/img2-2.png\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Copy and Paste the below lines of code into the Custom Content.<\/li><\/ul>\n\n\n\n<pre class=\"wp-block-code\"><code>&lt;script&gt;\ncrm.ready(function(){\n\n\tif(new Date() &gt; crm.fields(\"quot_expiredelivery\").value())\n\t{\n\t\tChangeFieldColor(\"quot_expiredelivery\",\"Red\");\n\t}\n\n\nfunction ChangeFieldColor(pmFieldName,pmColor)\n{\n\tcrm.fields(pmFieldName).caption().background(pmColor);\n\tcrm.fields(pmFieldName).caption().color(\"White\");\n\tcrm.fields(pmFieldName).highlight(pmColor);\n\tcrm.fields(pmFieldName).color(\"White\");\n\t\n}\n\n})\n&lt;\/script&gt;\n<\/code><\/pre>\n\n\n\n<p><\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/11\/img3-2.png\" 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\/2021\/11\/img3-2.png\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on \u201c<strong>Save\u201d<\/strong> button to save changes.<\/li><\/ul>\n\n\n\n<p>Once done, navigate to Quote Summary screen and you will find that the Expiration Date field color is changed to Red as shown below. Now User can easily identify the date of expiration of quote if it is expired, in one glance. &nbsp;Refer below screenshot.<\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/11\/img4-2.png\" 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\/2021\/11\/img4-2.png\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>In edit mode also, Expiration Date field will appear in the Red color. Refer below screenshot.<\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/11\/img5-2.png\" 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\/2021\/11\/img5-2.png\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>When you change the date beyond the current date, the color of the field will back set to the normal. Refer below screenshot.<\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/11\/img6.png\" 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\/2021\/11\/img6.png\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>If you change the date preference to any other date format then also color is applied to Expiration Date.<\/p>\n\n\n\n<p><strong>Note<\/strong>: In above example, the current date is 15\/10\/2021.<\/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>In Sage CRM, we can change the color of fields as per our need or business requirement. One of our client came up with a requirement that, if the expiration date has gone past the current date then it would show in Red color. Suppose you are having multiple Quotes records, but while going through\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/11\/30\/notify-if-quote-is-expired-in-sage-crm\/\">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":[332,67,103,104,105,144,261,303,304,421],"tags":[604,701,924,927,3641,1115,1859,1865,2010],"class_list":["post-26021","post","type-post","status-publish","format-standard","hentry","category-sage-crm","category-color","category-date","category-date-time-picker","category-date-validation","category-expired","category-notifications-sage-crm","category-quote","category-quotes","category-validate-script","tag-background-color","tag-colour","tag-date","tag-dateformat","tag-dates-display-format","tag-expired","tag-quote","tag-quotes","tag-sage-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Notify if Quote is expired 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\/2021\/11\/30\/notify-if-quote-is-expired-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Notify if Quote is expired in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In Sage CRM, we can change the color of fields as per our need or business requirement. 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