{"id":352,"date":"2011-08-20T05:49:00","date_gmt":"2011-08-20T05:49:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=352"},"modified":"2011-08-20T05:49:00","modified_gmt":"2011-08-20T05:49:00","slug":"providing-an-hyperlink-to-a-related-entity-through-communication-screen","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/08\/20\/providing-an-hyperlink-to-a-related-entity-through-communication-screen\/","title":{"rendered":"Providing an Hyperlink to a related entity through Communication screen"},"content":{"rendered":"
In today\u2019s software world reducing number of clicks is an essential task. In CRM we can have communications against all the entities. How helpful it would be; if I can provide link to parent entity on communication screen itself? This way I can go from communication find screen and then also visit the relevant entity record against which that communication is created.<\/div>\n

<\/p>\n

Below is the same thing we have implemented for communications against Quote. On the communication screen we have provided hyperlink to navigate to corresponding quote.<\/div>\n

<\/p>\n

\"\"<\/a><\/div>\n

<\/p>\n

Below is how you can achieve the same.<\/div>\n

<\/p>\n

\n<\/p>\n
\n<\/p>\nScript<\/legend>\n

sQuoteId = eWare.GetContextInfo(“communication”,”comm_quoteid”);
\n
if(sQuoteId == “null” || sQuoteId == “undefined” || sQuoteId == “”)sQuoteId = “0”;
\n
if(sQuoteId != “0”)
\n
{
\n
sQuoteQry = ” Select * from Quotes (nolock) where quot_orderQuoteId = ‘”+sQuoteId+”‘ and quot_deleted is null “;
\n
ObjQuote = eWare.CreateQueryObj(sQuoteQry);
\n
ObjQuote.SelectSQL();
\n
if(!ObjQuote.eof)
\n
{
\n
sQuoteRef = new String(ObjQuote(“quot_reference”));
\n
}
\n
}
\n
<\/fieldset>\n

<\/div>\n

<\/p>\n

The action required to redirect to standard Quote screen is 1469. Hence the URL is created and its maintained in a hidden field.<\/div>\n

<\/p>\n

sQuoteUrl = eWare.URL(“1469”);<\/div>\n

<\/p>\n

On onload we have added the hyperlink to the caption of a field. Refer this code that is added in custom content of the screen.<\/div>\n

<\/p>\n

\n
\/\/Custom Content<\/b>
\n<\/p>\n
\n<\/p>\nScript<\/legend>\n

function DispQuote()
\n
{
\n
\tvar sUrl = “”;
\n
\tvar sQuote = “”;
\n
\tvar CommNoteHTML= “”;
\n
\t\/\/’Get Quote Url
\n
\tif(document.EntryForm.QuoteUrl)
\n
\t{
\n
\t\tsUrl = document.EntryForm.QuoteUrl.value;
\n
\t}
\n
\t\/\/’Get Quote Reference number
\n
\tif(document.EntryForm.sQuoteId)
\n
\t{
\n
\t\tsQuote = document.EntryForm.sQuoteId.value;
\n
\t}
\n
\tCommNoteHTML = document.getElementById(“_captcomm_note”).innerHTML;
\n
\t\/\/’Append the href in a caption
\n
\tif(document.getElementById(“_captcomm_note”))
\n
\t{
\n
\t\tdocument.getElementById(“_captcomm_note”).innerHTML = CommNoteHTML+” < A href=\" +sUrl+\" > “+sQuote+” < \/A > “;
\n
\t}
\n
}
\n
<\/fieldset>\n

<\/div>\n

<\/p>\n

\n
If you find this content useful, please drop us an email at crm@greytrix.com<\/a>. <\/b><\/marquee>
\n<\/div>\n","protected":false},"excerpt":{"rendered":"

In today\u2019s software world reducing number of clicks is an essential task. In CRM we can have communications against all the entities. How helpful it would be; if I can provide link to parent entity on communication screen itself? This way I can go from communication find screen and then also visit the relevant entity\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":[711,1517,1865,2030,2031],"class_list":["post-352","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-communication","tag-link","tag-quotes","tag-sage-crm-7-0","tag-sage-crm-7-1"],"yoast_head":"\nProviding an Hyperlink to a related entity through Communication screen - 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\/2011\/08\/20\/providing-an-hyperlink-to-a-related-entity-through-communication-screen\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Providing an Hyperlink to a related entity through Communication screen - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In today\u2019s software world reducing number of clicks is an essential task. 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