As you all know the impact of images present on web applications over users (i.e. more the images more the “likes”). Lets see today how we can make this more information/fun for to user by adding images under status column on any grid available in Sage CRM.
Let’s take an example of a Status field available on case screen. This is a select field containing default values “In Progress” and “Closed”. Please find below screenshot which shows total number of cases being logged and their current status.
Now based on business requirements client would wish to have a different set of list values here, for example one of our client wanted to set/add “Approved” status, when the case gets solved. Please see below screenshot for better understanding.
Now as you can see there is a cross image shown in above image. This is because there is no defined image available for “Approved” status. So we will add the image. To do please follow below steps.
1. Right click on the section where you want to add image and select properties option.
Copy the “URL” as shown below.
The above highlighted “URL” gives you the path were you are supposed to place your required image with the mentioned name (i.e.Approved.gif).
As you can see now the defined image is displayed when you hover your mouse on that image it will show you the status and priority of that case as shown below.
This way you can add images any where of your choice in CRM.
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Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100, Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
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For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.