Adding Image to Summary Screen in Sage CRM

By | November 26, 2019
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Sage CRM has many features that help the user to maintain detailed information of customers. Also, it simplifies the accessibility of information for Sage CRM users. In service industry who plans a visit to the customer location for product demo or services. On field Image of Customer or their office location images are very handy. This blog will showcase how you can achieve displaying the Office Image/ Person images on the Summary screen.

New stuff: How to overcome issue with Multi select fields in Sage CRM 2018 R3?


Just follow the below defined steps and you will be able to upload person profile images to Person summary screen so that you sales rep can easily identify the contact person for the visit.

  1. Navigate to Administration -> Customization -> Person -> Fields
    adding new field name as “Person Image” in as shown in below screen. Person Field
    Person Field
  2. Navigate to Administration -> Customization -> Person -> Screens
    adding created field in screen name as “PersonBoxLong”
    adding below script in “Create Script” then click on update and save as shown in below screenshot.
    if(Values(“Act”)==220||Values(“Act”)==520)
    {
    var PersonImageURL = “”;

    var strPersonId = CRM.GetContextInfo(‘person’,’pers_personid’);
    var objPerson = CRM.FindRecord(‘library’,”libr_type=’Image’ and libr_personid =”+strPersonId);
    var SID = new String(Values(“SID”));
    var strPath = CRM.URL(220);
    var arrayFullKeys = strPath.split(“?”);
    if (!objPerson.eof)
    {
    PersonImageURL += arrayFullKeys[0]+”/”+”?SID=”+SID+”&Act=1282&Mode=0″;
    PersonImageURL += “&FileName=”+objPerson.Libr_FilePath+objPerson.Libr_FileName;
    Caption = “img width=100 src='”+PersonImageURL+”‘”;
    }
    else
    Caption = “No Image Available”;
    }
    else
    Hidden =true; Create Script
    Create Script
  3. Navigate to Administration -> Customisation -> Documents -> Fields
    Add one more option name as “Image” in field “Type” and click on Save as shown in below screenshot. Document Type
    Document Type
  4. Navigate to “Document” tab of person. Which is as shown in below screenshot, click on Add file button. Add Document
    Add Document
  5. After clicking on Add File button we get screen as shown in below screenshot. For adding image select Type: Image
    File: Image from local machine
    after selecting type and file to upload click on Save button.Image Selection
    Image Selection
  6. Navigate to Summary screen of person, we can see there is image for person as shown in below screenshot. Person Summary
    Person Summary

Similarly you also can add the Office Image to Company Summary screen. Hope this information helps.

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