{"id":26051,"date":"2021-12-06T11:56:48","date_gmt":"2021-12-06T11:56:48","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=26051"},"modified":"2021-12-06T11:56:53","modified_gmt":"2021-12-06T11:56:53","slug":"modify-view-of-summary-list-gadget-with-icon-gadget-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/12\/06\/modify-view-of-summary-list-gadget-with-icon-gadget-in-sage-crm\/","title":{"rendered":"Modify view of Summary List Gadget with Icon Gadget in Sage CRM"},"content":{"rendered":"\n<p><a href=\"https:\/\/www.greytrix.com\/product\/crm-development\/sage-crm\" target=\"_blank\" rel=\"noreferrer noopener\">Sage CRM<\/a> dashboard is an enterprise application (EA) interface used for the monitoring of business and sales opportunities, processes and performance. A CRM dashboard provides real-time business event snapshots, which are used to measure and develop analytics for business reporting. Sage CRM dashboards facilitate comparative business analysis through the capturing of data and related Web-based elements. Additionally, CRM dashboards use sales and marketing analysis to boost sales and enhance customer satisfaction.<\/p>\n\n\n\n<p>In a standard Sage CRM, dashboards allow you to present multiple reports side-by-side using dashboard components on a single dashboard page layout. Dashboard components come in a variety of chart types, and you can customize how data is grouped, summarized, and displayed for each component. The drag-and-drop dashboard builder is an intuitive interface for building dashboards from source reports or Visualforce pages you\u2019ve created in Sage CRM.<\/p>\n\n\n\n<p>There are various inbuilt gadgets available in Sage CRM which helps user to create dashboard as per their requirement. One of the gadgets available is called as Summary Gadget, which help to Link multiple entities lists including reports, saved searches, and groups in a single gadget. This can be displayed with summarized\/grouped data either in a list or as icons for single or multiple data source. For a single data source one more option available to display data in Pipeline View.<\/p>\n\n\n\n<p><strong><em>Related Post :<\/em><\/strong> <a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/11\/30\/fetch-custom-parameters-using-the-client-side-api-in-sage-crm\/\" target=\"_blank\"><strong>Fetch Custom Parameters using the Client Side API in Sage CRM<\/strong><\/a><\/p>\n\n\n\n<p>When we add the Summary gadget with Icon in dashboard template, it will display in vertical view\/single column view. It is not convenient to view data in single column\/vertical view.<\/p>\n\n\n\n<p>In this blog, we will explain how we can modify vertical\/ single column view to the horizontal\/multi column view of Summary List Gadget with Icon. Sage CRM provide various option to customize the themes by modifying the CSS and by using jQuery.<\/p>\n\n\n\n<p>Below are the steps that you need to follow:<\/p>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\"><li>Go to the below path on the server where the application is installed:<br>\u201c&lt;installationpath&gt;\\WWWRoot\\Themes\\InteractiveDashboard\\Themes\\ergonomic\\theme.css\u201d<\/li><li>Take the backup of the \u201c<strong>theme.css<\/strong>\u201d file before making any changes.<\/li><li>Now open the&nbsp;\u201c<strong>theme.css<\/strong>\u201d&nbsp;file and Search the text .<strong>MenuListGadgetFlowPanel<\/strong> or go to line number 410.<\/li><li>Change the css property <strong>display:inline;<\/strong> To <strong>display: flex;.<\/strong><\/li><li>Also add the below code inside the <strong>MenuListGadgetFlowPanel <\/strong>CSS.<br><strong>flex-wrap: wrap; box-sizing: border-box;&nbsp;<\/strong><\/li><li>After making above mentioned changes on the same line, save the file.<\/li><li>After making changes your code look like &#8211; <br>MenuListGadgetFlowPanel{text-align:center; padding: 10px;width: 100%;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; display: flex;&nbsp;&nbsp;&nbsp; flex-wrap: wrap;&nbsp;&nbsp;&nbsp;&nbsp; box-sizing: border-box;}<\/li><li>Once you are done with the above changes, now clear the browser cookies to apply the changes in CRM.<\/li><\/ol>\n\n\n\n<p>Now, login into the CRM it will navigate to dashboard tab of the application, and you can see that horizontal\/multi column view on Summary List Gadget with Icon. You can refer to the below screenshot for better understanding &#8211;<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/12\/01_After-making-changes-in-theme-css-file.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\/2021\/12\/01_After-making-changes-in-theme-css-file.jpg\" alt=\"After making changes in theme css file\"><\/a>\n\n<font size=\"2\"><center><i>After making changes in theme css file<\/i><\/center><\/font><\/p><\/figure><\/div>\n\n\n\n<p>Before following above mentioned steps Summary List Gadget with Icon will display as per the below screenshot &#8211;<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/12\/02_Before-making-changes-in-theme-css-file.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\/2021\/12\/02_Before-making-changes-in-theme-css-file.jpg\" alt=\"Before making changes in theme css file\"><\/a>\n\n<font size=\"2\"><center><i>Before making changes in theme css file<\/i><\/center><\/font><\/p><\/div>\n\n\n\n<p>In this way, with a few changes in the \u201c<strong>theme.css<\/strong>\u201d file, you can modify the vertical\/ single column view to the horizontal\/multi column view on summary list on summary Gadget with Icon.<\/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>Sage CRM dashboard is an enterprise application (EA) interface used for the monitoring of business and sales opportunities, processes and performance. A CRM dashboard provides real-time business event snapshots, which are used to measure and develop analytics for business reporting. Sage CRM dashboards facilitate comparative business analysis through the capturing of data and related Web-based\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/12\/06\/modify-view-of-summary-list-gadget-with-icon-gadget-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":[19,23,38,54,65,73,87,98,99,114,119,136,152,166,167,201,209,4291,332,351,423,426],"tags":[907,909,3041,4516,4518,4513,4514,4515,4517],"class_list":["post-26051","post","type-post","status-publish","format-standard","hentry","category-administrator","category-alignment","category-block-sage-crm","category-chart-sage-crm","category-codeless","category-configuration","category-css","category-customization","category-dashboard-sage-crm","category-design","category-display","category-enhancements","category-feature","category-gadget","category-gadgets","category-jquery","category-layouts","category-new-feature","category-sage-crm","category-screen-sage-crm","category-view","category-visibility","tag-dashboard","tag-dashboard-of-sage-crm","tag-dashboards","tag-inbuilt-gadgets","tag-menulistgadgetflowpanel-css","tag-modify-view-of-summary-list-gadget-with-icon-gadget-in-sage-crm","tag-sage-crm-dashboard","tag-summary-list-gadget","tag-theme-css"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Modify view of Summary List Gadget with Icon Gadget 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\/12\/06\/modify-view-of-summary-list-gadget-with-icon-gadget-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Modify view of Summary List Gadget with Icon Gadget in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM dashboard is an enterprise application (EA) interface used for the monitoring of business and sales opportunities, processes and performance. 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