{"id":4322,"date":"2013-07-24T07:13:39","date_gmt":"2013-07-24T07:13:39","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=4322"},"modified":"2013-07-24T07:13:39","modified_gmt":"2013-07-24T07:13:39","slug":"add-divider-or-subsection-for-existing-screen-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/24\/add-divider-or-subsection-for-existing-screen-in-sage-crm\/","title":{"rendered":"Add Divider or Subsection for existing screen in Sage CRM"},"content":{"rendered":"

Sage CRM SDK allows users to add multiple screens, panels or blocks on a single screen. For example if you refer standard company screen Person Detail, Address, Phone\/Email and Contact blocks are added on a single screen.<\/p>\n

\"CRM<\/a><\/p>\n

Suppose you want to further divide Person detail block to show (say Bank Account Information) within the same person block as a subsection or as separate information. Then, it is also possible to do by adding some screen level customization work.<\/p>\n

\"Subsection\"<\/a><\/p>\n

Also Read:<\/strong><\/span>\u00a0Display Background Color on Required Fields in Sage CRM v7.2<\/a><\/em>
\nHere are the steps that you need to take care;<\/strong><\/p>\n

1.<\/strong> Create a new field (say Test: pers_test) in Person entity of type Textbox.
\n2.<\/strong> Add the same field in the PersonBoxLong screen. By following below mentioned steps<\/p>\n

a.<\/strong> Navigating to Administration >> Customization >> Person<\/b>.<\/b>
\nb.<\/strong> Click on Screen<\/b> tab and then on hyperlink of PersonBoxLong<\/b> <\/b>screen.
\nc.<\/strong> Select Test (pers_test) field from the fields looks up.
\nd.<\/strong> Then, add below script on the Create Script<\/b> of Test field.<\/p>\n

\"Screen\"<\/a><\/p>\n

Caption = ‘<hr size=”2″ width=”500%” noshade color=grey><b><font color=blue>Bank Account Information :<\/b><br><hr size=”2″ width=”500%” noshade color=grey><\/tr><tr>’<\/em><\/span><\/p>\n

Above code is used to show the subsection within the person detail block.<\/p>\n

e.<\/strong> Click on \u201cUpdate\u201d and then on \u201cSave\u201d button.<\/p>\n

3.<\/strong> Once done, navigate to the Person summary screen. You can find that Person Bank Account Information section.<\/p>\n

Hence, by following above mentioned simple steps, one can easily divide screens into different subsections to show some specific information. Also this is very simple technique to add the sections into screen with very less screen customization work.
\nRelated Posts:<\/strong><\/p>\n

1.<\/strong>\u00a0Hide Unwanted Buttons in Sage CRM 7.2<\/a>
\n2.<\/strong>\u00a0Control tab display using multiple SQL clauses<\/a>
\n3.<\/strong>\u00a0SSA field behavior for custom entity in Sage CRM<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM SDK allows users to add multiple screens, panels or blocks on a single screen. For example if you refer standard company screen Person Detail, Address, Phone\/Email and Contact blocks are added on a single screen. Suppose you want to further divide Person detail block to show (say Bank Account Information) within the same\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":[332],"tags":[988,2010,2109,2364],"class_list":["post-4322","post","type-post","status-publish","format-standard","hentry","category-sage-crm","tag-divider","tag-sage-crm","tag-sage-crm-sdk","tag-subsection"],"yoast_head":"\nAdd Divider or Subsection for existing 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\/2013\/07\/24\/add-divider-or-subsection-for-existing-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=\"Add Divider or Subsection for existing screen in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM SDK allows users to add multiple screens, panels or blocks on a single screen. 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