{"id":9303,"date":"2014-12-29T16:49:17","date_gmt":"2014-12-29T16:49:17","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9303"},"modified":"2019-06-03T11:25:36","modified_gmt":"2019-06-03T11:25:36","slug":"control-selection-lookup-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/29\/control-selection-lookup-in-sage-crm\/","title":{"rendered":"Control Selection Lookup in Sage CRM"},"content":{"rendered":"<p>You can control Sage CRM selection field lookup as per your convenience but it allows you to select only a single lookup at a time. But what if a user wants to control multiple lookup values?<\/p>\n<p><strong><em>N<\/em><\/strong><strong><em>ew Stuff: <\/em><\/strong><a title=\"Lead De-duplication nice to have feature in Sage CRM 7.3\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/20\/lead-de-duplication-nice-to-have-feature-in-sage-crm-7-3\/\" target=\"_blank\" rel=\"noopener noreferrer\">Lead De-duplication nice to have featured in Sage CRM 7.3<\/a><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/12\/FieldLevelScript1.gif\"><br \/>\n<\/a><\/p>\n<p>Let us elaborate with an example. Let\u2019s say a User wants to show the <strong>Case Type<\/strong> based on the <strong>Customer Type<\/strong> Customer or Vendor.<br \/>\nSuppose the User needs to show Case Type dropdown options as Hardware and Software when Company Type is Customer and Network and Service when Company Type is Vendor.<br \/>\nFollow the below steps to achieve this functionality.<\/p>\n<ul>\n<li>Navigate to Administration | Customization | Translations.<\/li>\n<li>Add New Translation with below information. This will be Case Type dropdown values when Customer is selected.<br \/>\nCaption Code \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 : Customer<br \/>\nCaption Family \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 : CustomerCasetype<br \/>\nCaption Family Type \u00a0\u00a0\u00a0\u00a0\u00a0 : Choices<br \/>\nUS Translation\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 : Hardware<\/li>\n<li>Repeat Step 2 to add US Translation Software.<\/li>\n<li>Add New Translation with below information. This will be Case Type dropdown values when Vendor is selected.<br \/>\nCaption Code \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 : Vendor<br \/>\nCaption Family \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 : VendorCasetype<br \/>\nCaption Family Type \u00a0\u00a0\u00a0\u00a0\u00a0 : Choices<br \/>\nUS Translation\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 : Network<\/li>\n<li>Repeat Step 4 to add US Translation Service.<\/li>\n<li>Now, navigate to the Case Detail Box and add below lines of code into the Create Script section of CaseDetailBox.<br \/>\nif (CRM.GetContextInfo(&#8220;Company&#8221;,&#8221;comp_type&#8221;) ==&#8221;Customer&#8221;)<br \/>\nLookupFamily = &#8220;CustomerCaseType&#8221;<br \/>\nelse if (CRM.GetContextInfo(&#8220;Company&#8221;,&#8221;comp_type&#8221;) ==&#8221;Vendor&#8221;)<br \/>\nLookupFamily = &#8220;VendorCaseType&#8221;<br \/>\n<img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-9321\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/12\/FieldLevelScript1.gif\" alt=\"FieldLevelScript\" width=\"610\" height=\"267\" \/><\/li>\n<li>Click on Update button and then Click on Save button.<br \/>\nNow when you navigate to Case and if the Company selected for that case is Customer, then Case Type will be visible as shown below.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/12\/Selection3.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-9309\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/12\/Selection3.jpg\" alt=\"Selection3\" width=\"610\" height=\"271\" \/><\/a><\/li>\n<li>When you navigate to Case and if the Company selected for that case is Vendor, then Case Type will be visible as shown below.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/12\/Selection2.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-9311\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/12\/Selection2.jpg\" alt=\"Selection2\" width=\"610\" height=\"264\" \/><\/a><\/li>\n<\/ul>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\nGreytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n<p><a href=\"http:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage Enterprise Management (Sage X3<\/a>),\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/intacct-apps-and-products\/gumu-sage-intacct-sage-crm-integration\">Sage Intacct<\/a>, <a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\">Sage 100<\/a>,\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-500-erp-integration\">Sage 500<\/a>\u00a0and\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\">Sage 300<\/a>).We also offer best-in-class\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage ERP<\/a> and <a href=\"http:\/\/www.greytrix.com\/product\/crm-development\/sage-crm\">Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from <a href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\">Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/business-manager\">Greytrix Business Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-project-manager\">Sage CRM Project Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-resource-planner\">Sage CRM Resource Planner<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-contract-manager\">Sage CRM Contract Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-event-manager\">Sage CRM Event Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-budget-planner\">Sage CRM Budget Planner<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/gmail-integration-for-sage-crm\">Gmail Integration<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-mobile-service-signature\">Sage CRM Mobile Service Signature<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-cti-framework\">Sage CRM CTI Framework<\/a>.<\/p>\n<p>Greytrix is a recognized <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/26\/greytrix-on-boards-sage-global-rockstar-isv-program-with-gumu-for-sage-crm-sage-x3-solution\/\">Sage Rockstar ISV Partner<\/a> for GUMU&#x2122; Sage Enterprise Management \u2013 Sage CRM integration also listed on <a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noopener\">Sage Marketplace<\/a>.<\/p>\n<p>For more information on our integration solutions, please contact us at\u00a0<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>You can control Sage CRM selection field lookup as per your convenience but it allows you to select only a single lookup at a time. But what if a user wants to control multiple lookup values? New Stuff: Lead De-duplication nice to have featured in Sage CRM 7.3 Let us elaborate with an example. Let\u2019s\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/29\/control-selection-lookup-in-sage-crm\/\">Read More &raquo;<\/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":[78,83,127,332,336,337,342,357],"tags":[759,833,1016,2010,2030,2031,2033,2259],"class_list":["post-9303","post","type-post","status-publish","format-standard","hentry","category-control","category-crm72","category-dropdown","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm7-3","category-selection","tag-control","tag-crm7-0","tag-dropdown","tag-sage-crm","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-sage-crm-7-2","tag-selection"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Control Selection Lookup 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\/2014\/12\/29\/control-selection-lookup-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Control Selection Lookup in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"You can control Sage CRM selection field lookup as per your convenience but it allows you to select only a single lookup at a time. 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