Sage CRM’s extensible flexibility has always proved beneficial for the implementers to work on it as well as for the users from accessibility point of view. Right from high level of customizations to minor level of changes, everything can be easily implanted in Sage CRM. One such flexible standard feature of Sage CRM is the various inbuilt Field Types.
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The various field types available in CRM has helped to accommodate as well as restrict data entries based on certain type/condition. Such as the Email Address types of fields which helps to capture the email ids of the Customer, or the Selection type of field which helps to capture the preference and so on. Implementers has taken it far away by managing the fields hide/show based on a certain field value’s condition or populate a different selection type of field based on an option of other selection field and so on.
One such requirement our Customer had was to append the Percentage symbol with the numeric field value on the screen of CRM’s entity. There was one numeric field on Opportunity entity, of course numeric so that user can capture decimal values; where the Client needed to append percentage symbol.
This requirement was simply for view purpose and it had nothing to do with the value submitted at the backend level. To accommodate the same, we added the below script in Custom Content since we wanted to change the display for only view mode –
After adding the above script in Custom Content, value added in Percent field (oppo_percent in our example) is displayed along with the % symbol as shown below –
In this way you can append Percentage symbol with the field value in Sage CRM.
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Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.
Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely 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 the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes add-ons like 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, Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.