{"id":276,"date":"2010-11-26T08:52:00","date_gmt":"2010-11-26T08:52:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=276"},"modified":"2010-11-26T08:52:00","modified_gmt":"2010-11-26T08:52:00","slug":"set-default-status-value-for-communications-and-cases","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/11\/26\/set-default-status-value-for-communications-and-cases\/","title":{"rendered":"Set Default Status Value for Communications and Cases"},"content":{"rendered":"

Recently while upgrading the SageCRM to 7.0 I found that under communications and cases the default values are set to \u201cPending\u201d in CommunicationFilterBox as well as CaseFilterBox. <\/p>\n

In CRM 6.2 version, Status field of FilterBoxes has always \u201c\u2014All–\u201d value selected by default. However, the field holds last filtered value after navigation from some other tabs. In CRM 7.0 version, I decided to set the status value as \u201c\u2014All–\u201d in the FilterBox. And Guess what I found a workaround for this task.<\/p>\n

To do the same, follow the below given instructions.<\/p>\n

1. Log into CRM.
2. For Communications:<\/strong>
    a. Go to Administration | Customization | Communication | Screens | CommunicationFilterBox.
    b. Highlight Status field and paste the following script in the Create Script Section.
                                     DefaultValue<\/strong>= “–All–“;
    c. Click on Update<\/strong> button and Save<\/strong> button.<\/p>\n

3. For Cases:<\/strong>
    a. Go to Administration | Customization | Cases | Screens | CaseFilterBox.
    b. Highlight Status field and paste the following script in the Create Script Section.
                                    DefaultValue<\/strong>= “–All–“;
    c. Click on Update<\/strong> button and Save<\/strong> button.<\/p>\n

Hope this helps!<\/p>\n

For queries regarding the functionality, please feel free to drop us an email at crm@greytrix.com<\/a>. <\/b><\/marquee><\/p>\n","protected":false},"excerpt":{"rendered":"

Recently while upgrading the SageCRM to 7.0 I found that under communications and cases the default values are set to \u201cPending\u201d in CommunicationFilterBox as well as CaseFilterBox. In CRM 6.2 version, Status field of FilterBoxes has always \u201c\u2014All–\u201d value selected by default. However, the field holds last filtered value after navigation from some other tabs.\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[649,711,943,2276,2354],"class_list":["post-276","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-case","tag-communication","tag-defaultvalue","tag-set-all","tag-status"],"yoast_head":"\nSet Default Status Value for Communications and Cases - 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\/2010\/11\/26\/set-default-status-value-for-communications-and-cases\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Set Default Status Value for Communications and Cases - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Recently while upgrading the SageCRM to 7.0 I found that under communications and cases the default values are set to \u201cPending\u201d in CommunicationFilterBox as well as CaseFilterBox. 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