{"id":8726,"date":"2014-09-23T15:21:17","date_gmt":"2014-09-23T15:21:17","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=8726"},"modified":"2022-07-05T05:38:57","modified_gmt":"2022-07-05T05:38:57","slug":"codeless-customization-add-custom-entities-to-find-screen-when-accessed-through-iphone","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/codeless-customization-add-custom-entities-to-find-screen-when-accessed-through-iphone\/","title":{"rendered":"Codeless Customization: Add Custom Entities to Find Screen when accessed through iPhone"},"content":{"rendered":"

Sage CRM behaves differently for on-premise versions and when accessed through Mobile Devices like iPhone, iPad, Tablets, Windows phone etc. However with codeless customizations, user can easily add Custom entities on Sage CRM Find menus.
\nLet\u2019s consider an example; Sage CRM has a custom entity Project that user wanted to add on Sage CRM Find screen when Sage CRM is accessed through iPhone device.
\nNew Stuff:<\/span>\u00a0<\/em><\/strong>Tab Control in Sage CRM v7.2<\/a>
\nHere are the steps that you need to follow.
\n1) Navigate to Administration | Customization | Advanced Customization.
\n<\/strong>2) Click on System Menus<\/strong> and select iPhone<\/strong> from the Devices<\/strong> dropdown as shown below.
\n\"Find1\"<\/a>
\n3) Select the Find<\/strong> Tab Group and fill details as shown below.
\n\"Find2\"<\/a>
\n4)\u00a0Click on Add<\/strong> button and then click on Save<\/strong> button.
\n5) This will add the Project into iPhone<\/strong> Find menu screen as shown below.
\n\"Find3\"<\/a>
\n6)\u00a0Clicking on Project name or arrow button; user will navigate to the project Find<\/strong> screen as shown below.
\n\"Find4\"<\/a>
\n7) User can enter search critria and click on Find button to search projects. As soon as user clicks on Find button user will navigate to the search grid as shown below.
\n\"Find5\"<\/a>
\nClicking on Search Again; user navigates back to\u00a0 Find menu screen.
\nYou can follow above steps to add any other custom entity to Find menu without any coding J<\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM behaves differently for on-premise versions and when accessed through Mobile Devices like iPhone, iPad, Tablets, Windows phone etc. However with codeless customizations, user can easily add Custom entities on Sage CRM Find menus. Let\u2019s consider an example; Sage CRM has a custom entity Project that user wanted to add on Sage CRM Find\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[65,83,98,157,197,248,249,332,336,337],"tags":[697,833,895,1155,1456,2010,2031,2033],"class_list":["post-8726","post","type-post","status-publish","format-standard","hentry","category-codeless","category-crm72","category-customization","category-find-sage-crm","category-iphone-sage-crm","category-mobile-devices","category-mobile-view","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","tag-codeless","tag-crm7-0","tag-customizations","tag-find","tag-iphone","tag-sage-crm","tag-sage-crm-7-1","tag-sage-crm-7-2"],"yoast_head":"\nCodeless Customization: Add Custom Entities to Find Screen when accessed through iPhone - 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\/09\/23\/codeless-customization-add-custom-entities-to-find-screen-when-accessed-through-iphone\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Codeless Customization: Add Custom Entities to Find Screen when accessed through iPhone - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM behaves differently for on-premise versions and when accessed through Mobile Devices like iPhone, iPad, Tablets, Windows phone etc. However with codeless customizations, user can easily add Custom entities on Sage CRM Find menus. Let\u2019s consider an example; Sage CRM has a custom entity Project that user wanted to add on Sage CRM Find\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/codeless-customization-add-custom-entities-to-find-screen-when-accessed-through-iphone\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-09-23T15:21:17+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-07-05T05:38:57+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/Find1.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=\"1 minute\" \/>\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\/09\/23\/codeless-customization-add-custom-entities-to-find-screen-when-accessed-through-iphone\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/codeless-customization-add-custom-entities-to-find-screen-when-accessed-through-iphone\/\",\"name\":\"Codeless Customization: Add Custom Entities to Find Screen when accessed through iPhone - 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\/09\/23\/codeless-customization-add-custom-entities-to-find-screen-when-accessed-through-iphone\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/codeless-customization-add-custom-entities-to-find-screen-when-accessed-through-iphone\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/Find1.jpg\",\"datePublished\":\"2014-09-23T15:21:17+00:00\",\"dateModified\":\"2022-07-05T05:38:57+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/codeless-customization-add-custom-entities-to-find-screen-when-accessed-through-iphone\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/codeless-customization-add-custom-entities-to-find-screen-when-accessed-through-iphone\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/codeless-customization-add-custom-entities-to-find-screen-when-accessed-through-iphone\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/Find1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/Find1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/codeless-customization-add-custom-entities-to-find-screen-when-accessed-through-iphone\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Codeless Customization: Add Custom Entities to Find Screen when accessed through iPhone\"}]},{\"@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. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Codeless Customization: Add Custom Entities to Find Screen when accessed through iPhone - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/codeless-customization-add-custom-entities-to-find-screen-when-accessed-through-iphone\/","og_locale":"en_US","og_type":"article","og_title":"Codeless Customization: Add Custom Entities to Find Screen when accessed through iPhone - Sage CRM \u2013 Tips, Tricks and Components","og_description":"Sage CRM behaves differently for on-premise versions and when accessed through Mobile Devices like iPhone, iPad, Tablets, Windows phone etc. However with codeless customizations, user can easily add Custom entities on Sage CRM Find menus. Let\u2019s consider an example; Sage CRM has a custom entity Project that user wanted to add on Sage CRM Find\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/codeless-customization-add-custom-entities-to-find-screen-when-accessed-through-iphone\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2014-09-23T15:21:17+00:00","article_modified_time":"2022-07-05T05:38:57+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/Find1.jpg","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/codeless-customization-add-custom-entities-to-find-screen-when-accessed-through-iphone\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/codeless-customization-add-custom-entities-to-find-screen-when-accessed-through-iphone\/","name":"Codeless Customization: Add Custom Entities to Find Screen when accessed through iPhone - 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\/09\/23\/codeless-customization-add-custom-entities-to-find-screen-when-accessed-through-iphone\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/codeless-customization-add-custom-entities-to-find-screen-when-accessed-through-iphone\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/Find1.jpg","datePublished":"2014-09-23T15:21:17+00:00","dateModified":"2022-07-05T05:38:57+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/codeless-customization-add-custom-entities-to-find-screen-when-accessed-through-iphone\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/codeless-customization-add-custom-entities-to-find-screen-when-accessed-through-iphone\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/codeless-customization-add-custom-entities-to-find-screen-when-accessed-through-iphone\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/Find1.jpg","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/Find1.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/codeless-customization-add-custom-entities-to-find-screen-when-accessed-through-iphone\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Codeless Customization: Add Custom Entities to Find Screen when accessed through iPhone"}]},{"@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. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/8726","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=8726"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/8726\/revisions"}],"predecessor-version":[{"id":26407,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/8726\/revisions\/26407"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=8726"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=8726"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=8726"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}