Summary Screens

Summary screens show a top area with an icon and some data.

At a glance, a user will be able to see the state of an entity.

• Note: Empty fields will not display on the screen.

The entity icon is on the left of the screen.

Below this area we have the tabs.

Hover your mouse over the icon to see the caption.

Screens are made up of sections. Section fields are usually controlled from CRM via the

  ENTITYofficeint

screen. If using a custom entity you will have to create this screen. The exception is the Phone, Email and Address screens.

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Links

You can open a record directly in your crm by clicking on the button below the summary section

Note that "external" links replace the Sage CRM webservice SID with the one that is active in the live CRM. Users need to log into Sage CRM in their default browser. This is required to work with the Sage CRM security settings (IP address checking and Browser sessionsecurity)

• This can be turned off by adding in a new value to the custompages/sagecrmws/web.config called "securityoff" and the value set to "true". You also then need to disable the Sage CRM security settings (IP address checking and Browser sessionsecurity).

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Customizing

A. The Summary screen is in the format

  ENTITYOfficeInt

and can be edited in CRM.

On the Company summary screen the phone and email display all values.

For the person section, you can edit this using the screen

 PersonOfficeIntSmall

in CRM.

B. Customising Top Content

When including a custom entity by default only the field

  prefix_name

will be shown. You can control this area though by creating a screen in CRM on the entity in the format

 ENTITYOfficeIntTop

and up to the first 3 fields (only) will be displayed.

EG

and this is how it would look

C. You can create sections on your summary screen but creating a screen in the format

 ENTITYOfficeIntN

Where N is a number. The value in N starts at 1 and must continue in values of 1.

For Example you might want to display ERP fields in an ERP section on a company so you would create a screen called "CompanyOfficeInt1". The "Screen Caption" is also used as the header. You add in whatever fields you want there.

If you then also wanted to create a section with SLA data you could then create a screen called "CompanyOfficeInt2" and you add whatever fields you want in that.

Screens in CRM

D. Custom Content support

This is included now on the bottom of the screen (section in the Accelerator UI).

Please note. If you had a script like this (below) that has a button that has a click event you must put in a pointer at the global level. EG

   window.globalmethodname= methodname;

EG <script> function sayHi(sender) { alert('Hello '+sender); } setTimeout(sayHi, 1000, 'bob'); window.sayHi= sayHi; </script> <button onclick="sayHi('frank')">push me</button>

E. Create Scripts These can now we used to change the colours on the display of the AC screens.

The styles for the field "caption" and "value" can be set using

• ValueStyle
• CaptionStyle

EG

 ValueStyle='background-color:red';
 CaptionStyle='background-color:blue';

The field value can also be accessed

EG

 if (Value.amount>20)
   ValueStyle='background-color:green';
 else
   ValueStyle='background-color:blue';

Example of how the screen would look