You all must be aware of the Favourites feature provided in Sage CRM that is used to bookmark the records in CRM, just like we do in Chrome, IE or any other browsers. Marking the records as Favourites helps to keep the records handy, thereby allowing to access the records on the go. However, there is one slight shortcoming of Favourites list related to Opportunity entity i.e. it only displays the Description of the Opportunity record in the list.
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Just by looking at the Description of the Opportunity, it used to be very difficult to identify or recollect what product or which company this record belongs to. When multiple opportunities are created for a single product it became even more difficult to locate the one you are looking for.
To overcome this disadvantage, one of our Client requested to concatenate and display Customer Name as well as the opportunity description in the Favourites list. In order to achieve this, we first focused on fetching the Company Name from the Opportunity table only rather than pulling it from Company table at the database level. To do the same, follow below steps –
- Create a new field in Opportunity entity say, ‘Oppo_Compname‘.
- Create/Execute a Trigger at Database level as below –
<Snippet>
CREATE TRIGGER tOpportunity ON Opportunity
AFTER INSERT
AS
BEGIN
DECLARE @CompName NVARCHAR(100)
DECLARE @CompID INT
DECLARE @OppoID INT
SELECT @CompID=Oppo_PrimaryCompanyId,@OppoID=Oppo_OpportunityId FROM inserted
IF(ISNULL(@CompID,0)!=0)
BEGIN
SELECT @CompName=Comp_Name FROM Company(NOLOCK) WHERE Comp_Deleted IS NULL AND Comp_CompanyId=@CompID
UPDATE Opportunity SET Oppo_Compname=@CompName WHERE Oppo_OpportunityId=@OppoID
END
END
</Snippet>
- Next step is to determine what needs to be displayed in the Favourites list. For this you need to configure/update the changes in the Bord_RecDescriptor column in Custom_tables for the respective entity.
- Since by default, Opportunity entity has #oppo_description# set against it in Custom_tables. In order to extend it to use other fields, we need to update the same under Bord_RecDescriptor column with no comma between them like – # Oppo_Compname# : #oppo_description#
- Restart the Tomcat service.
Favourites lists view will be modified for Opportunity entity as shown below.
In this way, you can modify the Favourites list view for any other entity. However, these changes will be reflected for all the Users of Sage CRM.
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