Inline field editing for Sage CRM
Provide a better user experience (and demo) within Sage CRM with inline editing
To install download the Sage CRM component
src/inline.zip
and upload this into Sage CRM via the component manager. Reload the Sage CRM App pool in IIS OR restart IIS.
Screen support out of the box is
- Company screen - 'CompanyBoxLong'
- Person screen - 'PersonBoxLong'
- Case screen - 'CaseDetailBox'
- Opportunity screen = 'OpportunityDetailBox'
- Lead screens - 'LeadCustomScreen','LeadDetailScreen','LeadCompanyScreen','LeadPersonScreen'
To add in new actions/screens edit "entrygroup.asp" (function _getScreen )
For multiple Sage CRM screens on a page see how Lead screens is done.
The Sage CRM component is available and this creates
- WWWRoot\js\custom\inline.js and files in
- WWWRoot\CustomPages\inline\
Path of the CRM Together Open Source Initiative