SageCRM insights - Advanced Screen Customisations
Nick Rainbird • June 8, 2020
Welcome to this weeks SageCRM-Insights article where we will be showing you four examples of how you can extend SageCRM to easily customise the appearance of CRM fields, screens and lists to suit the way you and your team work.
Highlighting of Required Fields
When a field is set to required (must be populated) on a screen, SageCRM identifies the required fields by putting an asterix * value at the end of the field by default. If you forget to fill in a required field a validation message will appear informing you not all required fields have been populated and will put a Red
arrow next to that field highlighting the required fields that have not been populated.
To make it easier for users to identify the required fields on the screen from the offset you can utilise the mark required fields function where you can specify a background colour to highlight the required fields as shown in the below example so they are more visible from the start on the entry screen.
Phone and Email Required Field Validation on Company and Person Screens
When configuring a new or existing customer SageCRM solution a very common requirement is to make the phone and email fields set to required so this information can be requested and captured on entry as a minimum requirement. The phone and email fields do not work like other standard fields in SageCRM so you can not currently set these fields to be required at the field level. Thanks to a very talented developer we can now share with you a validation feature which provides this functionality so these fields can now easily be set to required on entry.
Changing the default colour for user appointments in the Team CRM Calendar
Team CRM mode allows you to work with tasks and appointments assigned to teams. To open the calendar in this mode, in the main menu, click Team CRM > Calendar. This can be sometime difficult to identify which appointments are for which sales person so this customisation provides you the scope to change the default colours in which appointments assigned to a particular user are displayed in the Team CRM calendar so they are more easily identifiable.
SageCRM provides you the ability to highlight different parts of the grid and fields returned in a list of results based on a criteria set to make information easier to identify and stand out.
This example shows how field highlighting has been added to a list of orders returned from a search. The relevant highlight colour is applied to the Gross Amount field depending on the Gross Amount value being over certain values thresholds specified below:
- If the Gross Amount value is greater than £1,000 then display the value in Yellow,
- If the Gross Amount value is greater than £10,000 then display the value in Green
- finally if the Gross Amount value is greater than £20,000 highlight this in Red
We are also highlighting the Status field in this example as blue where the status ='Active'
Hopefully you can see from the above examples how you can extend SageCRM to easily customise the appearance of CRM fields, screens and lists to suit the way you and your users work.
If you would like to find out more or can see the benefits of applying one or all of the above customisations to your SageCRM please feel free to get in touch on 01494 490409
or email the me at nick@rainbirdbusiness-solutions.com
to discuss these further.
Until the next SageCRM Insights instalment keep safe and we will continue to help you unlock your success with SageCRM!
Nick
Rainbird Business Solutions
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