In Sage CRM, modifying the look and feel of the Screens, lists or grids is managed through Client Side API or JQuery. Where Client Side API helps with the Standard CRM Methods to incorporate the changes, JQuery requires additional technical knowledge to make the changes. These methods are easily made available in Sage CRM Community.
New Stuff: Define multiple Default Values in a multi-select field in Sage CRM
Client Side API provides methods such as addIcon, background, bold, color, maxLength, highlight, addColumn, getCellText etc, that helps to modify the Lists or Grids in CRM. In this blog we will explain, how to change the column’s width in Lists or Grid using Client Side API.
Many a times, Users tend to enter huge amount of content in the fields and the same field is displayed on List or Grid for reference. Adding this field in List or Grid consumes huge space thereby making it visually disturbing. As you can see in below screen shot.
Thus we customized the list to wrap the text as well as resize the column’s width to fit with other columns in the list or grid. To achieve this we used Client side API through the JavaScript codes. Below are the steps to follow –
- Go To, Administration–>Customization–> Lead and click on Screens Tab. From the list of screens find the search screen for example LeadSearchBox and click on hyperlink.
- From LeadSearchBox screen, Add below code in Custom Content of the screen and save the screen.
Once the changes are saved, you can see that the list or grids column’s width is decreased as per the width set to column. Below is the screen shot of the same.
In this way you can control any column’s width in List or Grid as per your convenience in Sage CRM Client Side API.
About Us
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.