{"id":26123,"date":"2021-12-29T05:10:14","date_gmt":"2021-12-29T05:10:14","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=26123"},"modified":"2024-10-16T04:26:22","modified_gmt":"2024-10-16T04:26:22","slug":"add-hyperlinks-on-the-sage-crm-fields-contained-in-an-entity-context","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/12\/29\/add-hyperlinks-on-the-sage-crm-fields-contained-in-an-entity-context\/","title":{"rendered":"Add hyperlinks on the Sage CRM fields contained in an Entity Context"},"content":{"rendered":"\n<p><\/p>\n\n\n\n<p>Sage CRM provides hyperlink on SSA fields to navigate from one context to another context with single click. This helps Sage CRM users to avoid multiple clicks.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><strong><em>New Stuff: <\/em><\/strong><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/12\/24\/change-the-look-and-feel-of-sage-crm-grid\/\">Change the Look and Feel of Sage CRM Grid<\/a><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>For example, if Sage CRM user is in Case context and wants to navigate to an associated Company Summary Screen then the user can simply click on company field present in detail screen or field in top content instead of going from find screen. Refer below image.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/12\/Img-1.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\/Img-1.jpg\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>These hyperlinks are available on the native Sage CRM fields. However it is unavailable on the custom fields. Hyperlinks can be added on a custom fields with little customization. Consider, if the user wants to add \u201cGoogle Search\u201d into the Company context so that user can directly open Google search page from within Sage CRM then below steps can be followed.<\/p>\n\n\n\n<p>Same field can be added into Top content screen with below steps.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Login to Sage CRM with Admin user.<\/li>\n\n\n\n<li>Navigate through below path.<br>Administration | Customization | Company | Screens | CompanyTopContent<\/li>\n\n\n\n<li>Find \u201cSearch\u201d field from fields list and click on Add.<\/li>\n\n\n\n<li>Click on Save. Refer below image.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/12\/Img-3.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\/Img-3.jpg\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>After the above steps, Search field will be added into Company Top content as a Normal field. This field will not contain any links to it as shown in the below image.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/12\/Img-4.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\/Img-4.jpg\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>To add a hyperlink on this field, add below code into the CustomContent section of this screen and click on the \u201cSave\u201d button.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<pre class=\"wp-block-code\"><code>&lt;script&gt;\ncrm.ready(function (){\nvar contextInfo = crm.getArgs();\nif (contextInfo.Act == \"200\") \n{\nvar myElement = document.getElementById(\"_Data_TopContentcomp_search\");\nvar strLink = \" &lt;a href='https:\/\/google.com' target='_blank'&gt;Google Search&lt;\/a&gt;\" ; \nmyElement.innerHTML = strLink;\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\/12\/Img-5.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\/Img-5.jpg\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>Once this code is added and if you navigate to any Company, you will see Google Search hyperlink. By clicking this hyperlink, user can quickly search the content of his\/her choice.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/12\/Img-6.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\/Img-6.jpg\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>This is just an example. Same trick can be used to navigate to any screen within Sage CRM or outside of Sage CRM. You just need to make appropriate changes into the code and paste it into the custom content section of corresponding screen.<\/p>\n\n\n\n<p><\/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\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sage CRM provides hyperlink on SSA fields to navigate from one context to another context with single click. This helps Sage CRM users to avoid multiple clicks. New Stuff: Change the Look and Feel of Sage CRM Grid For example, if Sage CRM user is in Case context and wants to navigate to an associated\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/12\/29\/add-hyperlinks-on-the-sage-crm-fields-contained-in-an-entity-context\/\">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":[332,92,137,155,177,340,406],"tags":[2683,855,1138,1373,2010,2459],"class_list":["post-26123","post","type-post","status-publish","format-standard","hentry","category-sage-crm","category-custom-entity","category-entity","category-fields","category-hyperlink","category-sage-crm-guide","category-top-content-sage-crm","tag-add-hyperlink-in-top-content-field","tag-custom-content","tag-field","tag-hyperlink","tag-sage-crm","tag-top-content"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Add hyperlinks on the Sage CRM fields contained in an Entity Context - 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\/29\/add-hyperlinks-on-the-sage-crm-fields-contained-in-an-entity-context\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Add hyperlinks on the Sage CRM fields contained in an Entity Context - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM provides hyperlink on SSA fields to navigate from one context to another context with single click. 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