Communication is an essential part of every business to maintain a good relationship with customers. Sage CRM provides Calendar functionality which is a powerful tool for keeping on top of customer relationships and closing deals.
It helped to manage all communication-related activities with the help of appointments, tasks, etc. You can relate these appointments/tasks to opportunities, leads, companies, and contacts. Track them on those records, in your calendar, and in reports.
In this blog, we will explain how to change the appointment color for users in the Team CRM calendar.
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Whenever users create an appointment, they can easily see that appointment from the Team CRM calendar. From the below image you can easily see that appointments are shown with different default colors in the Team CRM calendar.
But what if we want to change the appointment’s default color for a specific user in the Team CRM calendar? No need to worry, we can easily achieve the same by the below steps:
- Create a JavaScript file with name responsiveTeamCalendarUserColors.js
- Add the code given in below screenshot.
Where is the Sage CRM user ID. is the color that you want to be displayed. Use hex color code, for example #b0dc00. You can add as many “” : “” pairs as you like. Use a comma as a separator3.
3. Now Save the code and copy the file to the following folder on the Sage CRM server:
\ Program Files(x86) \Sage \CRM \ \WWWRoot\js\custom
4. Reset IIS on the Sage CRM server.
Once the IIS reset is done, go to the Team CRM calendar. You can see appointment color is changed as per the color code is set for the user. Refer below screen for the same.
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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.
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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.
