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Introduction
Welcome to this article on how to customize relationship screen for Sage CRM developer license. As a developer, you know how important it is to have the flexibility to modify screens and forms. Sage CRM allows you to customize the relationship screen to include additional fields and change the layout. In this article, we’ll explore all the possibilities and provide step-by-step instructions to help you accomplish your customizations.
Who is this article for?
This article is for developers who have a Sage CRM Developer License and want to customize the relationship screen. It assumes that you have some knowledge of HTML, CSS, and JavaScript. If you’re not familiar with these technologies, you may find some of the instructions difficult to follow.
Why customize the relationship screen?
The relationship screen is an essential part of Sage CRM, as it displays the relationships between different entities. However, the default screen may not meet your requirements, and you need to customize it. Some reasons for customization include:- Adding new fields to capture additional information- Changing the layout to make it easier to use- Removing fields that are not relevant- Adding logic to show or hide fields based on other field values- Adding custom buttons to perform specific actions
What are the benefits of customization?
Customizing the relationship screen can bring many benefits, such as:- Improved user experience- Increased productivity- Better data quality- More accurate reporting- Enhanced decision-making
What are the risks of customization?
Customization can also present risks, such as:- Breaking the functionality of the screen- Introducing bugs or errors- Making it harder to upgrade to a new version of Sage CRM- Requiring additional maintenance and supportNow that we’ve covered the basics let’s dive into the customization options.
Customizable Elements
Before making any customizations, it’s important to understand the different elements that make up the relationship screen. The main elements are:- Header: Displays the name of the entity and the relationship type- Summary: Displays a summary of the relationship, such as start date and end date- Details: Displays the fields and values for the relationship- Tabs: Allows you to switch between different views of the relationship- Buttons: Allows you to perform actions on the relationship, such as adding a note or creating a task
Customizing the Header
The header is the topmost part of the relationship screen, and it contains the name of the entity and the relationship type. You can customize the header by:- Changing the font size, color, and style- Adding a logo or image- Changing the background color or image- Adding additional text or fieldsTo customize the header, follow these steps:1. Open the customization editor by clicking on the “Customize” button on the top menu.2. Click on the “Relationships” tab and select the entity for which you want to customize the relationship screen.3. Click on the “Header” tab and select the “Layout” option.4. Use the drag-and-drop editor to rearrange the fields and add new fields.5. Use the “Styles” tab to change the font and color of the header.
Customizing the Summary
The summary section of the relationship screen displays a summary of the relationship, such as start date and end date. You can customize the summary by:- Adding new fields to display additional information- Changing the layout to make it easier to read- Removing fields that are not relevant- Adding logic to show or hide fields based on other field valuesTo customize the summary, follow these steps:1. Open the customization editor and select the entity for which you want to customize the relationship screen.2. Click on the “Summary” tab and select the “Layout” option.3. Use the drag-and-drop editor to rearrange the fields and add new fields.4. Use the “Styles” tab to change the font and color of the summary.
Customizing the Details
The details section of the relationship screen displays the fields and values for the relationship. You can customize the details by:- Adding new fields to capture additional information- Changing the layout to make it easier to use- Removing fields that are not relevant- Adding logic to show or hide fields based on other field valuesTo customize the details, follow these steps:1. Open the customization editor and select the entity for which you want to customize the relationship screen.2. Click on the “Details” tab and select the “Fields” option.3. Use the drag-and-drop editor to rearrange the fields and add new fields.4. Use the “Styles” tab to change the font and color of the details.
Customizing the Tabs
The tabs section of the relationship screen allows you to switch between different views of the relationship. You can customize the tabs by:- Adding new tabs to display additional views- Changing the layout to make it easier to use- Removing tabs that are not relevantTo customize the tabs, follow these steps:1. Open the customization editor and select the entity for which you want to customize the relationship screen.2. Click on the “Tabs” tab and select the “Layout” option.3. Use the drag-and-drop editor to rearrange the tabs and add new tabs.4. Use the “Styles” tab to change the font and color of the tabs.
Customizing the Buttons
The buttons section of the relationship screen allows you to perform actions on the relationship, such as adding a note or creating a task. You can customize the buttons by:- Adding new buttons to perform custom actions- Changing the text or icon on existing buttons- Removing buttons that are not relevantTo customize the buttons, follow these steps:1. Open the customization editor and select the entity for which you want to customize the relationship screen.2. Click on the “Buttons” tab and select the “Layout” option.3. Use the drag-and-drop editor to rearrange the buttons and add new buttons.4. Use the “Styles” tab to change the font and color of the buttons.
Customization Examples
To help you get started with customizing the relationship screen, here are some examples:
Adding a custom field
Suppose you want to add a custom field to capture additional information about the relationship. Here’s how to do it:1. Open the customization editor and select the entity for which you want to customize the relationship screen.2. Click on the “Details” tab and select the “Fields” option.3. Click on the “New Field” button and select the type of field you want to add (e.g., “Text”).4. Enter a label and name for the field and set any other properties you need.5. Use the drag-and-drop editor to add the new field to the details section.
Changing the layout
Suppose you want to change the layout of the relationship screen to make it easier to read. Here’s how to do it:1. Open the customization editor and select the entity for which you want to customize the relationship screen.2. Click on the “Summary” tab and select the “Layout” option.3. Use the drag-and-drop editor to rearrange the fields and change the font size and color.4. Click on the “Details” tab and select the “Layout” option.5. Use the drag-and-drop editor to rearrange the fields and change the font size and color.
Adding custom buttons
Suppose you want to add a custom button to perform a specific action, such as sending an email or creating a task. Here’s how to do it:1. Open the customization editor and select the entity for which you want to customize the relationship screen.2. Click on the “Buttons” tab and select the “New Button” option.3. Enter a label and name for the button and select an icon if you want.4. Select the action you want the button to perform (e.g., “Create Task”).5. Use the drag-and-drop editor to add the new button to the buttons section.
Customization Table
Here is a table that summarizes the different customization options:
| Element | Customization Options |
|---|---|
| Header | Font, color, layout, logo |
| Summary | Layout, fields, font, color |
| Details | Layout, fields, font, color |
| Tabs | Layout, tabs, font, color |
| Buttons | Layout, buttons, font, color |
FAQs
How do I access the customization editor?
To access the customization editor, click on the “Customize” button on the top menu.
Can I undo a customization?
Yes, you can undo a customization by clicking on the “Revert” button in the customization editor.
How do I test my customizations?
To test your customizations, save them in the customization editor and then navigate to the relationship screen.
Can I customize other screens in Sage CRM?
Yes, you can customize many screens in Sage CRM using the customization editor.
How do I troubleshoot a customization issue?
If you encounter an issue with a customization, you can check the logs or contact Sage CRM support for assistance.
Can I customize the relationship screen for multiple entities?
Yes, you can customize the relationship screen for multiple entities using the customization editor.
What happens to my customizations when I upgrade Sage CRM?
Your customizations may need to be updated or re-applied when you upgrade Sage CRM. Be sure to test them after upgrading.
How do I learn more about customizing Sage CRM?
You can learn more about customizing Sage CRM by consulting the documentation or attending training sessions.
How do I add logic to show or hide fields based on other field values?
You can add logic to show or hide fields using JavaScript in the customization editor.
Can I customize the relationship screen for mobile devices?
Yes, you can customize the relationship screen for mobile devices using the customization editor.
Can I customize the relationship screen for non-English languages?
Yes, you can customize the relationship screen for non-English languages using the localization settings in Sage CRM.
How do I remove a field or button from the relationship screen?
To remove a field or button, select it in the customization editor and click on the “Delete” button.
Can I back up my customizations?
Yes, you can back up your customizations by exporting them from the customization editor.
Conclusion
Customizing the relationship screen in Sage CRM Developer License is a powerful way to improve the user experience, increase productivity, and enhance data quality. By following the instructions in this article, you can customize header, summary, details, tabs, and buttons of the relationship screen. Remember to test your customizations thoroughly and be mindful of the risks involved. We hope you found this article informative and useful.
Take Action
If you want to learn more about customizing Sage CRM or need help with your customizations, contact our team today.
Disclaimer
The information provided in this article is intended to be used as a guide only. We cannot be held responsible for any issues that may arise from customization, and we recommend that you test your customizations thoroughly before deploying them in a production environment. Always backup your data before making any customizations.
