{"id":26625,"date":"2022-09-22T06:38:00","date_gmt":"2022-09-22T06:38:00","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=26625"},"modified":"2022-09-22T06:38:03","modified_gmt":"2022-09-22T06:38:03","slug":"flip-the-panels-on-company-person-summary-screen-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2022\/09\/22\/flip-the-panels-on-company-person-summary-screen-in-sage-crm\/","title":{"rendered":"Flip the Panels on Company\/Person Summary Screen in Sage CRM"},"content":{"rendered":"\n<p><\/p>\n\n\n\n<p>Sage CRM Company Screens and Person Summary screen contains distinct panels to display Company Details, Address, Phone\/E-mail, and Primary Contact details. Sage CRM gives the flexibility to modify fields in these panels. Natively Sage CRM doesn\u2019t allow to arrange Phone\/Email, Address and Contact panels of our own choice. However, Sage CRM allows to customize these screens and arrange the panel of our own choice.<\/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\/2022\/09\/16\/sage-crm-dashboard-to-show-leads-generated-by-source\/\"><strong>Sage CRM Dashboard to Show Leads Generated by Source<\/strong><\/a><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>This can be achieved by injecting the Client Side script into Company and\/or Person Summary screen. Consider we want to change the order of the panels of the Company summary screen. Per Sage CRM native structure, below panels are arranged one below the other. The company, Address and Phone\/E-mail, and Contact panel. Now, we want to flip the Address and Phone\/E-Mail panel with Contact panel.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/09\/Img1.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\/2022\/09\/Img1.png\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>Below 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 Administration | Customization | Company | Screens | CompanyBoxLong<\/li><li>Click on the <strong>Pencil<\/strong> icon available in the Customize column of <strong>CompanyBoxLong<\/strong> screen. Refer below screenshot.<\/li><\/ul>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/09\/Img2.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\/2022\/09\/Img2.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 <strong>Custom Content<\/strong> section and click on the <strong>Save<\/strong> button. Refer below screenshot.<\/li><\/ul>\n\n\n\n<pre class=\"wp-block-code\"><code>&lt;script>\r\ncrm.ready(function(){\r\nSwitchPanel();\r\n});\r\n\r\nfunction SwitchPanel()\r\n{\r\n\t$('#StandardForm > table:first > tbody >tr:eq(4)').hide();\r\n\tvar address=$('#StandardForm > table:first > tbody >tr:eq(4)').html();\r\n\tvar br=\"&lt;tr>&lt;td class=\\\"ROWGap\\\" colspan=\\\"6\\\"> &lt;\/td>&lt;\/tr>\";\r\n\t$('#StandardForm > table:first > tbody').append(br+address);\r\n\t$('#StandardForm > table:first > tbody >tr:eq(3)').hide();\r\n}\r\n&lt;\/script>\r<\/code><\/pre>\n\n\n\n<p><\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/09\/Img3.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\/2022\/09\/Img3.png\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>Once done, navigate to the Company Summary screen and you will see that the Address and Phone\/E-mail panel is placed below the Contact panel. Refer below screenshot.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/09\/Img4.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\/2022\/09\/Img4.png\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>Similar Panel arrangements can be done on the Person Summary Screen or any other screen in Sage CRM by modifying the code per your own needs.<\/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","protected":false},"excerpt":{"rendered":"<p>Sage CRM Company Screens and Person Summary screen contains distinct panels to display Company Details, Address, Phone\/E-mail, and Primary Contact details. Sage CRM gives the flexibility to modify fields in these panels. Natively Sage CRM doesn\u2019t allow to arrange Phone\/Email, Address and Contact panels of our own choice. However, Sage CRM allows to customize these\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2022\/09\/22\/flip-the-panels-on-company-person-summary-screen-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":[18,71,277,285,332,351],"tags":[530,720,755,855,4361,1744,2010,2231],"class_list":["post-26625","post","type-post","status-publish","format-standard","hentry","category-address-sage-crm","category-company","category-panel","category-person","category-sage-crm","category-screen-sage-crm","tag-address","tag-company","tag-contacts","tag-custom-content","tag-customize-screen","tag-panel","tag-sage-crm","tag-screen"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Flip the Panels on Company\/Person Summary Screen 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\/2022\/09\/22\/flip-the-panels-on-company-person-summary-screen-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Flip the Panels on Company\/Person Summary Screen in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM Company Screens and Person Summary screen contains distinct panels to display Company Details, Address, Phone\/E-mail, and Primary Contact details. 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