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.

Company and person summary for example shows the title plus the communications count in the last year and the open opportunities and cases.

The entity icon is on the left of the screen.

The information is in the center and on the right of the screen we have the option to toggle the bookmark.

Below this area we have the tabs.

Hover your mouse over the icon to see the caption. If the tabs are too many you will see the <> icons to navigate across.

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

Text links (usually in green) will open full CRM in a new tab.

Images usually navigate within the task pane. The exception is the "External" link icon which can be seen in the section header.

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 (coming July 2021)

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