{"id":6359,"date":"2014-01-06T12:10:36","date_gmt":"2014-01-06T12:10:36","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=6359"},"modified":"2014-01-06T12:10:36","modified_gmt":"2014-01-06T12:10:36","slug":"modify-sage-crm-field-captions-in-no-time","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/01\/06\/modify-sage-crm-field-captions-in-no-time\/","title":{"rendered":"Modify Sage CRM field Captions in No Time"},"content":{"rendered":"

Sage CRM system is an easily configurable and adaptable in most of companies as it manages customer information in an organized manner. Due to this fact, Sage CRM can be used across any industry to manage business processes. Some business processes are simple and straight forward where plain vanilla Sage CRM can be used with few field and screen level parameters.
\nAlso Read:<\/i><\/b><\/span> <\/b>Changing field captions on Web order entry screen
\n<\/a>
\nAlso if new Sage CRM system is implemented in an organization, it is essential for users to adopt system and for adopting we need to change few basic parameters as per organizational culture. In this blog, we will be explaining various easy methods to change the caption name of fields of Sage CRM.
\nLet\u2019s say you want to change Company Name field caption to Client Name.<\/span>
\n\"Field1\"<\/a>
\nMethod 1: <\/b>Change caption from Field definition<\/span>
\n1) Log into Sage CRM as Admin user and navigate to Administration | Customization | Company.
\n<\/b>2)\u00a0Select Company Name field from the Company Name (comp_name) field.
\n\"Field2\"<\/a>
\n3) You will see Database field properties screen. Change the Caption property from Company Name to Client Name.
\n<\/span>4) Click on Save<\/b> button to save the changes.
\nOnce done, screen will show you Client Name instead of Company Name.
\n\"Field3\"<\/a>
\nMethod 2: <\/b>Change <\/b>caption from Create Script section of screen<\/span>
\n1) Log into Sage CRM as Admin user and navigate to Administration | Customization <\/b>screen.
\n<\/b>2) Select any primary entity from the list of primary entities.
\n3) Navigate to the Screens tab and check Inline Customization<\/b> checkbox.
\n<\/b>4) Once this is done, navigate to previous screen where you want to change field caption. On that screen, you will see that Customize Screen option along with hyperlink will be visible on screen.
\n5) Click on that and you will see the Maintain Screen Definition<\/b> screen as shown below which will have field added in Desktop HTML Screen Contents<\/b> block.
\n6) Copy and paste below code in the Create Script section.
\nCaption=\u2019Contact Number\u2019
\n\"Field4\"<\/a>
\n7) Then click on\u00a0<\/span>Update<\/b>\u00a0button and finally click on\u00a0<\/span>Save<\/b>\u00a0button.
\n<\/span>8) Once done, screen will show you Client Name instead of Company Name.
\nMethod 3: <\/b>Change Caption using Translations<\/span>
\n1) Log into Sage CRM as Admin user and navigate to Administration |Customization<\/b>| Translations <\/b>and check Inline Translation Mode<\/b> checkbox.
\n2) Once this is done, navigate to the previous screen where you want to change the field caption. You will observe * symbol in front of its caption.
\n3) Click on that symbol and change US Translation<\/b> from Company Name to Client Name. If you are using UK version Sage CRM, you need to change the UK Translation.
\n4) Finally click on Save<\/b> button and again uncheck the Inline Translation Mode<\/b> checkbox.
\n5) Once done, screen will show you Client Name instead of Company Name.
\n\"Field5\"<\/a>
\n6) Now if you go back to the screen the new Caption name is reflected successfully.
\n\"Field6\"<\/a>
\nAlso Read:
\n<\/b>1)\u00a0Quick look on Sage CRM tables
\n<\/a>2)\u00a0Open Sage CRM Tabs in New Window
\n<\/a>3)\u00a0Hide Type field in Address panel of Sage CRM
\n<\/a>4)\u00a0Remove unwanted Phone-Email fields
\n<\/a>5)\u00a0Remove hyperlink from summary caption tags<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM system is an easily configurable and adaptable in most of companies as it manages customer information in an organized manner. Due to this fact, Sage CRM can be used across any industry to manage business processes. Some business processes are simple and straight forward where plain vanilla Sage CRM can be used with\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":[52,83,155,332,336,337],"tags":[647,1138,2010,2030,2031,2033],"class_list":["post-6359","post","type-post","status-publish","format-standard","hentry","category-caption","category-crm72","category-fields","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","tag-caption","tag-field","tag-sage-crm","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-sage-crm-7-2"],"yoast_head":"\nModify Sage CRM field Captions in No Time - 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\/2014\/01\/06\/modify-sage-crm-field-captions-in-no-time\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Modify Sage CRM field Captions in No Time - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM system is an easily configurable and adaptable in most of companies as it manages customer information in an organized manner. 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Some business processes are simple and straight forward where plain vanilla Sage CRM can be used with\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/01\/06\/modify-sage-crm-field-captions-in-no-time\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-01-06T12:10:36+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/01\/Field1.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/01\/06\/modify-sage-crm-field-captions-in-no-time\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/01\/06\/modify-sage-crm-field-captions-in-no-time\/\",\"name\":\"Modify Sage CRM field Captions in No Time - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/01\/06\/modify-sage-crm-field-captions-in-no-time\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/01\/06\/modify-sage-crm-field-captions-in-no-time\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/01\/Field1.jpg\",\"datePublished\":\"2014-01-06T12:10:36+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/01\/06\/modify-sage-crm-field-captions-in-no-time\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/01\/06\/modify-sage-crm-field-captions-in-no-time\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/01\/06\/modify-sage-crm-field-captions-in-no-time\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/01\/Field1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/01\/Field1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/01\/06\/modify-sage-crm-field-captions-in-no-time\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Modify Sage CRM field Captions in No Time\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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