{"id":9388,"date":"2014-12-31T06:40:45","date_gmt":"2014-12-31T06:40:45","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9388"},"modified":"2023-01-17T07:15:56","modified_gmt":"2023-01-17T07:15:56","slug":"control-display-format-for-person-ssa-field-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/31\/control-display-format-for-person-ssa-field-in-sage-crm\/","title":{"rendered":"Control Display Format for Person SSA field in Sage CRM"},"content":{"rendered":"<p>Sage CRM is so easy to customize that some of the customizations can be configured without even scripting. In today\u2019s post, we will explain one such configuration which allows the changing of Display format for Person SSA field. In Standard Sage CRM, Person SSA field is displayed in below format.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/12\/SSA_1.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-9390\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/12\/SSA_1.jpg\" alt=\"SSA_1\" width=\"290\" height=\"74\" \/><\/a><br \/>\ni.e. <strong>First Name + Last Name<\/strong><br \/>\nFew days back, we came across a scenario where one of our customers had a requirement to change the format of the appearance of Person Name as below.<br \/>\ni.e. <strong>Last Name, First Name<\/strong><br \/>\n<span style=\"color: #993300;\"><strong><em>New Stuff: <\/em><\/strong><\/span><a title=\"Sage CRM File Upload Limitation setting\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/30\/sage-crm-file-upload-limitation-setting\/\" target=\"_blank\" rel=\"noopener\">Sage CRM File Upload Limitation setting<\/a><br \/>\nThis can be achieved by following below steps.<br \/>\n1) Navigate to Administration | Customization | Person | Views tab.<br \/>\n2) Select <strong>vSearchListPerson<\/strong> view from the list and modify the same such that Pers_FullName will appear as shown below.<br \/>\nRTRIM(ISNULL(Pers_LastName, &#8221;)) + &#8216;, &#8216; + RTRIM(ISNULL(Pers_FirstName, &#8221;)) AS Pers_FullName<br \/>\nRefer below screenshot for more details.<br \/>\n<img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-9391\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/12\/SearchPerson-View.jpg\" alt=\"SearchPerson View\" width=\"974\" height=\"314\" \/><br \/>\nYou can now navigate to any SSA field in Sage CRM and you will observe that the Person field will display the Person Name as discussed above.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/12\/SSA_2.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-9389\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/12\/SSA_2.jpg\" alt=\"SSA_2\" width=\"272\" height=\"72\" \/><\/a><br \/>\nOne can easily modify the Display Format for Person SSA field with the help of above trick.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sage CRM is so easy to customize that some of the customizations can be configured without even scripting. In today\u2019s post, we will explain one such configuration which allows the changing of Display format for Person SSA field. In Standard Sage CRM, Person SSA field is displayed in below format. i.e. First Name + Last\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/31\/control-display-format-for-person-ssa-field-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":[78,83,155,163,285,332,336,337,354],"tags":[759,833,1138,1176,1761,2010,2030,2031,2033,2340],"class_list":["post-9388","post","type-post","status-publish","format-standard","hentry","category-control","category-crm72","category-fields","category-format-sage-crm","category-person","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-search-select-advanced","tag-control","tag-crm7-0","tag-field","tag-format","tag-person","tag-sage-crm","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-sage-crm-7-2","tag-ssa"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Control Display Format for Person SSA field 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\/31\/control-display-format-for-person-ssa-field-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 Display Format for Person SSA field in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM is so easy to customize that some of the customizations can be configured without even scripting. In today\u2019s post, we will explain one such configuration which allows the changing of Display format for Person SSA field. 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