{"id":9727,"date":"2015-02-16T09:25:12","date_gmt":"2015-02-16T09:25:12","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9727"},"modified":"2015-02-16T09:25:12","modified_gmt":"2015-02-16T09:25:12","slug":"modify-sage-crm-standard-entity-summary-screen-to-add-a-new-panel","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/02\/16\/modify-sage-crm-standard-entity-summary-screen-to-add-a-new-panel\/","title":{"rendered":"Modify Sage CRM Standard Entity Summary Screen to add a new Panel"},"content":{"rendered":"

We have already explained how to modify Standard Entity Summary screen by adding Divider or Subsection to it (Refer below link for more details).\u00a0https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/24\/add-divider-or-subsection-for-existing-screen-in-sage-crm\/<\/a>
\nNew Stuff<\/strong>:<\/em><\/span>\u00a0Eliminate Type field in Company Entry Screen of Sage CRM<\/a>
\nRecently we came across a requirement wherein we had to modify the Standard Entity screen to add a new panel to the screen. Since all standard entity summary screens are limited to addition of new blocks, this task becomes a bit tricky. However, with use of JQuery and AJAX code, one can be able to add a new block in summary screen of Standard entity. Refer below screenshots.
\n
\nBefore:<\/span><\/strong>
\n\"Img1\"<\/a>
\nAfter:<\/strong><\/span>
\n\"Img2\"<\/a>
\nHere we have taken an example of Case entity. However, it can be applied to Opportunity entity as well.
\nAlso Read:<\/em><\/strong><\/span>
\n1) Codeless Customization: Add Custom Entity New Screen when accessed through iPhone<\/a>
\n2) Change font color for Textboxes on standard screens<\/a>
\n3) Progress Bar on Sage CRM entity screens<\/a>
\n4) Customize Sage CRM Order Screens to Promote Orders into Sage 300 ERP<\/a>
\n5) Printing current Sage CRM Screens to PDF<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

We have already explained how to modify Standard Entity Summary screen by adding Divider or Subsection to it (Refer below link for more details).\u00a0https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/24\/add-divider-or-subsection-for-existing-screen-in-sage-crm\/ New Stuff:\u00a0Eliminate Type field in Company Entry Screen of Sage CRM Recently we came across a requirement wherein we had to modify the Standard Entity screen to add a new panel\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":[22,38,39,71,83,137,277,336,337,338,342,351],"tags":[539,617,720,833,1076,1744,2010,2030,2031,2033,2140,2231,2349],"class_list":["post-9727","post","type-post","status-publish","format-standard","hentry","category-ajax","category-block-sage-crm","category-block-title","category-company","category-crm72","category-entity","category-panel","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm-73","category-sage-crm7-3","category-screen-sage-crm","tag-ajax","tag-block","tag-company","tag-crm7-0","tag-entity","tag-panel","tag-sage-crm","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-sage-crm-7-2","tag-sage-crm-com","tag-screen","tag-standard-entity"],"yoast_head":"\nModify Sage CRM Standard Entity Summary Screen to add a new Panel - 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\/2015\/02\/16\/modify-sage-crm-standard-entity-summary-screen-to-add-a-new-panel\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Modify Sage CRM Standard Entity Summary Screen to add a new Panel - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"We have already explained how to modify Standard Entity Summary screen by adding Divider or Subsection to it (Refer below link for more details).\u00a0https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/24\/add-divider-or-subsection-for-existing-screen-in-sage-crm\/ New Stuff:\u00a0Eliminate Type field in Company Entry Screen of Sage CRM Recently we came across a requirement wherein we had to modify the Standard Entity screen to add a new panel\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/02\/16\/modify-sage-crm-standard-entity-summary-screen-to-add-a-new-panel\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2015-02-16T09:25:12+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/02\/Img13.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\/2015\/02\/16\/modify-sage-crm-standard-entity-summary-screen-to-add-a-new-panel\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/02\/16\/modify-sage-crm-standard-entity-summary-screen-to-add-a-new-panel\/\",\"name\":\"Modify Sage CRM Standard Entity Summary Screen to add a new Panel - 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