{"id":27607,"date":"2023-09-13T10:12:51","date_gmt":"2023-09-13T10:12:51","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=27607"},"modified":"2023-09-13T10:12:55","modified_gmt":"2023-09-13T10:12:55","slug":"customize-ergonomic-theme-in-sage-crm-2023-r1","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/09\/13\/customize-ergonomic-theme-in-sage-crm-2023-r1\/","title":{"rendered":"Customize Ergonomic Theme in Sage CRM 2023 R1"},"content":{"rendered":"\n<p>Sage CRM serves as comprehensive solution for Customer Management needs. With each upgrade and iteration, Sage consistently introduces new features and refines user functionality. These continuous enhancements aim to streamline Customer Relationship Management, making it more accessible and user-friendly. The ultimate goal is to enhance adoption rates, improve data accuracy and completeness, gain deeper customer insights, and reduce errors through customization\u2014all of which significantly boost overall business productivity.<\/p>\n\n\n\n<p>In today&#8217;s highly competitive business landscape, maintaining a strong corporate identity is crucial. One effective way to do this is by customizing application themes to align with your company&#8217;s guidelines. Customized application themes ensures that your company&#8217;s visual identity is consistently represented across all your digital touchpoints. A well-organized theme can improve user experience by making your application more visually attractive and user-friendly. This, in turn, can boost user engagement and satisfaction.<\/p>\n\n\n\n<p>In earlier blog, we have already explained, how to override Login screen after release of Sage CRM 2023 R1. Refer below blog link for the same.<\/p>\n\n\n\n<p><strong>Related Stuff<strong>: <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/08\/25\/customize-user-interface-of-login-screen-in-sage-crm-2023-r1\/\">Customize User Interface of Login screen in Sage CRM 2023 R1<\/a><\/strong><\/strong><\/p>\n\n\n\n<p>In this blog, we will guide you through the steps to customize your Sage CRM application themes to meet your company&#8217;s guidelines. Sage CRM is already providing the inbuild standard CSS file while installing the Sage CRM2023 R1. i.e. RedefinedStyles.css, where we can add the CSS code to override current existing themes. Sage CRM offers a range of customization options to modify current themes of screens or specific elements like list, buttons etc. Here, we have explained how to change the color of the display grid or list, button and hyperlinks on the screen.<\/p>\n\n\n\n<p>Below is the screenshot of the current Sage CRM theme for list or grids, filter buttons and hyperlinks.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/09\/BeforeApplyingCustomiseCSS-1024x271.png\" target=\"_blank\" rel=\"noopener noreferrer\">\n<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\/2023\/09\/BeforeApplyingCustomiseCSS-1024x271.png\" alt=\"Before Applying Theme Changes\"><\/a><\/p>\n\n\n\n<p>Now, follow below mentioned steps to override the stranded screen themes.<\/p>\n\n\n\n<p class=\"has-text-align-left\">1. Open <strong>RedefinedStyles.css<\/strong> file from below mentioned path.<\/p>\n\n\n\n<p><em>&lt;Sage CRM Installation Folder&gt;\\WWWRoot\\Themes\\custom<\/em><\/p>\n\n\n\n<p class=\"has-text-align-left\">2. Add necessary CSS code in <strong>RedefinedStyles.css<\/strong> file to make changes in the screens. Below is some sample code which will help you to modify the grid or list, button and hyperlinks on the screen.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/09\/Restyle1.png\" target=\"_blank\" rel=\"noopener noreferrer\">\n<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\/2023\/09\/Restyle1.png\" alt=\"Stylesheet Changes\"><\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/09\/Restyle2.png\" target=\"_blank\" rel=\"noopener noreferrer\">\n<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\/2023\/09\/Restyle2.png\" alt=\"Stylesheet Changes\"><\/a><\/p>\n\n\n\n<p class=\"has-text-align-left\">3. After adding above code, save the <strong>RedefinedStyles.css<\/strong> file.<\/p>\n\n\n\n<p class=\"has-text-align-left\">4. Need to use the \u201c<strong>! important<\/strong>\u201c rule in CSS file to apply your CSS customizations as shown in above screenshot.<\/p>\n\n\n\n<p class=\"has-text-align-left\">5. Open IIS Manager and recycle the CRM App Pool to apply your customizations. Also, clear browser cache to display CSS customizations correctly.<\/p>\n\n\n\n<p>After doing the above changes, we can see that the look of display grid or list, buttons and hyperlinks is changed as per the theme changes as shown in below screenshot.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2023\/09\/AfterApplyingCustomiseCSS-1024x275.png\" target=\"_blank\" rel=\"noopener noreferrer\">\n<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\/2023\/09\/AfterApplyingCustomiseCSS-1024x275.png\" alt=\"After Applying Theme Changes\"><\/a><\/p>\n\n\n\n<p><strong>Note:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>These customizations do not apply to reports and interactive dashboard layout and gadgets.<\/li><li>In case, if you want to roll back your native customizations then you can either modify or remove CSS code from <strong>RedefinedStyles.css<\/strong> file.<\/li><\/ul>\n\n\n\n<p>In this way we can customize the List, buttons, hyperlinks etc. in Sage CRM. Customizing Sage CRM application themes not only enhances brand consistency but also fosters a more engaging and productive work environment.<\/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 serves as comprehensive solution for Customer Management needs. With each upgrade and iteration, Sage consistently introduces new features and refines user functionality. These continuous enhancements aim to streamline Customer Relationship Management, making it more accessible and user-friendly. The ultimate goal is to enhance adoption rates, improve data accuracy and completeness, gain deeper customer\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/09\/13\/customize-ergonomic-theme-in-sage-crm-2023-r1\/\">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":[169,209,219,220,4642,386,402,1],"tags":[3976,1231,1534,2010,3974,3975,2436,4517],"class_list":["post-27607","post","type-post","status-publish","format-standard","hentry","category-grids","category-layouts","category-list","category-lists","category-sage-crm-2023-r1","category-style","category-theme","category-uncategorized","tag-ergonomic-css","tag-grids","tag-lists","tag-sage-crm","tag-stylesheet","tag-stylesheet-used-for-crm-layout","tag-theme","tag-theme-css"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Customize Ergonomic Theme in Sage CRM 2023 R1 - 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\/2023\/09\/13\/customize-ergonomic-theme-in-sage-crm-2023-r1\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Customize Ergonomic Theme in Sage CRM 2023 R1 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM serves as comprehensive solution for Customer Management needs. 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