Contents

Chapter 1: About This Guide

How this Guide is Organized..............................................................................................................................1-1
Related Information.........................................................................................................................................2-1

Chapter 2: Screen and List Customization

Company and Contact Information Management...................................................................................3-2
Company Screen Layout...............................................................................................................................4-2
Company Search Screen.......................................................................................................................5-2
Company Entry Screen..........................................................................................................................6-3
Company Summary Screen................................................................................................................7-4
Company Marketing Box.....................................................................................................................8-5
Company Dedupe Search Screen....................................................................................................9-6
Company Top Content.......................................................................................................................10-7
Company List Layout...................................................................................................................................11-8
Company Grid.........................................................................................................................................12-8
My Dashboard Company List.........................................................................................................13-9
Company Dedupe List.....................................................................................................................14-10
Key Attributes Screen for Companies...............................................................................................15-11
Company Summary Report....................................................................................................................16-12
Company Report Summary Screen...........................................................................................17-13
Company Summary Report Cases.............................................................................................18-15
Company Summary Report Communications...................................................................19-16
Company Summary Report Opportunities..........................................................................20-17
Person Screen Layout.................................................................................................................................21-18
Person Search Screen.........................................................................................................................22-18
Person Entry Screen...........................................................................................................................23-20
Person Summary Screen..................................................................................................................24-21
Person Marketing Box.......................................................................................................................25-22
Person Dedupe Search Screen......................................................................................................26-23
Person Top Content............................................................................................................................27-24
Person Web Picker..............................................................................................................................28-25
Person List Layout.......................................................................................................................................29-26
Person Grid.............................................................................................................................................30-26

Screen Customization Guide i

 Person List...............................................................................................................................................31-27
Person Dedupe List............................................................................................................................32-28
My Dashboard Person List.............................................................................................................33-29
Person Summary Report..........................................................................................................................34-30
Person Report Summary Screen..................................................................................................35-31
Person Summary Report Cases...................................................................................................36-32
Required Modifications....................................................................................................................37-32
Person Summary Report Communications..........................................................................38-33
Person Summary Report Opportunities.................................................................................39-34
Address Screen Layout.............................................................................................................................40-35
Address Screen Layout.............................................................................................................................41-35
Address Entry Screen........................................................................................................................42-35
Address Summary Screen..............................................................................................................43-36
Address List Layout....................................................................................................................................44-37
Address List............................................................................................................................................45-37
Phone Number Configuration..............................................................................................................46-38
Company Level Phone Fields.......................................................................................................47-38
Person Level Phone Fields..............................................................................................................48-38
E-mail..................................................................................................................................................................49-39
Company Level E-mail Fields......................................................................................................50-39
Person Level E-mail Fields.............................................................................................................51-39
Communication Information Management............................................................................................52-40
Communication Screen Layout............................................................................................................53-40
Custom Communication Detail Box.........................................................................................54-40
Communication Scheduling Box................................................................................................55-41
Communication Filter Box.............................................................................................................56-43
Communication Task Filter Box..................................................................................................57-44
Communication Campaign Box..................................................................................................58-45
Communication Wave Detail Box..............................................................................................59-46
Communication Top Content.......................................................................................................60-47
Communication Web Picker.........................................................................................................61-48
Communication List Layout..................................................................................................................62-49
Communication List..........................................................................................................................63-49
Communication To Do List............................................................................................................64-50
Communications Lead List............................................................................................................65-51
Communications Solution List....................................................................................................66-52
Communications Task List.............................................................................................................67-53
E-mail Communication Screens...........................................................................................................68-54

ii Sage CRM
 E-mail Filing Box..................................................................................................................................69-54
Lead Information Management.....................................................................................................................70-55
Lead Screen Layout.....................................................................................................................................71-55
Lead Address Screen.........................................................................................................................72-55
Lead Company Screen......................................................................................................................73-56
Lead Details Screen............................................................................................................................74-57
Lead Person Screen.............................................................................................................................75-58
Lead Search Box...................................................................................................................................76-59
Lead Top Content................................................................................................................................77-60
Lead Filter Box......................................................................................................................................78-61
Lead List Layout...........................................................................................................................................79-62
Lead Grid.................................................................................................................................................80-62
Lead List...................................................................................................................................................81-63
My Dashboard Lead List.................................................................................................................82-64
Marketing Campaign Information Management................................................................................83-65
Campaign Screen Layout.........................................................................................................................84-65
Campaign Detail Box.........................................................................................................................85-65
Campaign Filter Box..........................................................................................................................86-66
Campaign List Layout...............................................................................................................................87-67
Campaign List.......................................................................................................................................88-67
Campaign Grid.....................................................................................................................................89-68
Wave Screen Layout...................................................................................................................................90-69
Wave Detail Box...................................................................................................................................91-69
Wave List Layout..........................................................................................................................................92-70
Wave List..................................................................................................................................................93-70
Wave Item Screen Layout........................................................................................................................94-71
Wave Item Detail Box........................................................................................................................95-71
Wave Item Search Box......................................................................................................................96-72
Wave Item List Layout..............................................................................................................................97-73
Wave Item Grid....................................................................................................................................98-73
Wave Item List......................................................................................................................................99-74
Opportunity Information Management.................................................................................................100-75
Opportunity Screen Layout..................................................................................................................101-75
Opportunity Search Screen..........................................................................................................102-75
Opportunity Detail Screen...........................................................................................................103-77
Opportunity Filter Box...................................................................................................................104-78
Opportunity Web Picker...............................................................................................................105-79
Opportunity Totals...........................................................................................................................106-80

Screen Customization Guide iii

 Opportunity Top Content............................................................................................................107-81
Opportunity List Layout........................................................................................................................108-82
Opportunity Grid..............................................................................................................................109-82
Opportunity List................................................................................................................................110-83
My Dashboard Opportunity List.............................................................................................111-84
Opportunity Summary Report...........................................................................................................112-85
Opportunity Report Summary Screen..................................................................................113-86
Required Modifications.................................................................................................................114-86
Opportunity Summary Report Communications...........................................................115-87
Required Modifications.................................................................................................................116-87
Opportunity Summary Report Opportunity Tracking................................................117-88
Required Modifications.................................................................................................................118-88
Quote and Order Screen Layout........................................................................................................119-89
Quote and Order Screen Layout........................................................................................................120-89
Quote Summary Screen.................................................................................................................121-89
Quote Filter Box.................................................................................................................................122-90
Order Summary Screen.................................................................................................................123-91
Order Filter Box.................................................................................................................................124-92
Quote and Order List Layout..............................................................................................................125-93
Quote List..............................................................................................................................................126-93
Order List..............................................................................................................................................127-94
Line Item Screen Layout........................................................................................................................128-95
Opportunity Item Detail Box......................................................................................................129-95
Line Item List Layout...............................................................................................................................130-96
Line Item Grid.....................................................................................................................................131-96
Case Information Management...................................................................................................................132-97
Case Screen Layout...................................................................................................................................133-97
Case Search Screen...........................................................................................................................134-97
Case Detail Box...................................................................................................................................135-99
Case Filter Box..................................................................................................................................136-100
Case Top Content...........................................................................................................................137-101
Case Web Picker..............................................................................................................................138-102
Case List Layout.......................................................................................................................................139-103
Case Grid.............................................................................................................................................140-103
Case List...............................................................................................................................................141-104
My Dashboard Case List............................................................................................................142-105
Solution Cases List.........................................................................................................................143-106
Case Summary Report..........................................................................................................................144-107

iv Sage CRM
 Case Report Summary Screen.................................................................................................145-108
Case Summary Report Case Tracking................................................................................146-109
Case Summary Report Communications..........................................................................147-110
Solutions Screen Layout......................................................................................................................148-111
Solutions Search Screen...............................................................................................................149-111
Solutions Entry Screen.................................................................................................................150-112
Solutions Filter Box........................................................................................................................151-113
Solutions Top Content.................................................................................................................152-114
Solutions List Layout.............................................................................................................................153-115
Cases Solution List.........................................................................................................................154-115
Solution List.......................................................................................................................................155-116
Solutions Grid...................................................................................................................................156-117

Screen Customization Guide v

Chapter 1
About This Guide1

This guide is for the Sage CRM Implementer.

Please note that while the document refers to Sage CRM, CRM, or the CRM
system throughout, all functionality covered is also relevant to Sage Accpac CRM
and Softline Accpac CRM.

We assume that you have:

 Windows NT/Windows 2000 implementation and support skills.

 IIS (Internet Information Server/Personal Web Server) knowledge.

 Experience in implementing and supporting relational databases.

 Understanding of concepts of SQL views, tables, databases, data

relationships, and normalization.

How this Guide is Organized

This guide documents User Interface Screens and Lists that are commonly
customized in CRM. The guide can be used as a template for implementation
customization work—either in this document, or by copying and pasting into
your design specification documents.

It is recommended that you carry out the screen and list customization work in
tandem with the field and data definition work, using the Data Management
Forms.

Related Information
Please refer to the User Guide for information on how the standard fields are
used.

Please refer to the System Administrator Guide for information on how to

customize Screens and Lists.

Please refer to the Data Management Forms for field and drop-down list
definitions.

Screen Customization Guide 1–1

Screen Customization Guide 1–2
Chapter 2
Screen and List Customization1
This chapter documents the commonly customized screens and lists within CRM
in the following areas:

 Company and Contact Information.

 Communication Information Management.

 Lead Information Management.

 Marketing Campaign Information Management.

 Opportunity Information Management.

 Case Information Management.

Screen Customization Guide 1–1

Company and Contact Information Management
Company Screen Layout

Company Search Screen

This screen is displayed when you select Find | Company. To customize this screen, select
Administration | Customization | Company | Screens | Company Search Screen.

Required Modifications

Field Modification

Keyword Search

Company Name

Area Code

Employees

Business E-mail

City

Zip Code

Type

Status

Territory

Account Manager

Screen Customization Guide 1–2

 How this Guide is Organized

Company Entry Screen

This screen is displayed when you select New | Company and pass the Company Dedupe page. To
customize this screen, select Administration | Customization | Company | Screens | Company Entry
Screen.

Required Modifications

Field Modification

Company Name

Type

SLA

Website

Status

Segment

Employees

Revenue

Source

Territory

Account Manager

Mail Restriction

New Fields to be added to this screen

Field Position on Screen

Screen Customization Guide 1–3

How this Guide is Organized

Company Summary Screen

This screen is the Company panel on the Person Summary page. This is the only place it is displayed in
CRM (not to be confused with the Company panel on the Company Summary page). To customize this
screen, select Administration | Customization | Company | Screens | Company Summary Screen.

Required Modifications

Field Modification

Company Name

Type

Status

Source

Region

Segment

Website

Territory

New Fields to be added to this screen

Field Position on Screen

1–4 Sage CRM

 How this Guide is Organized

Company Marketing Box

This is the Marketing tab in the Company context. To customize this screen, select Administration |
Customization | Company | Screens | Company Marketing Box.

Required Modifications

Field Modification

CRM Solution
Implemented

IT Budget

Preferred Database

Current Supplier

Current Supplier
Description

New Fields to be added to this screen

Field Position on Screen

Screen Customization Guide 1–5

How this Guide is Organized

1–6 Sage CRM

 How this Guide is Organized

Company Dedupe Search Screen

This screen is displayed when you select New | Company. To customize this screen, select
Administration | Customization | Company | Screens | Company Dedupe Search Screen.

Required Modifications

Field Modification

Company Name

New Fields to be added to this screen

Field Position on Screen

Screen Customization Guide 1–7

How this Guide is Organized

Company Top Content

New Fields to be added to this screen

Field Position on Screen

1–8 Sage CRM

 How this Guide is Organized

Company List Layout

Company Grid

This screen is displayed when you select Find | Company and click on the Find button. To customize this
screen, select Administration | Customization | Company | Lists | Company Grid.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Company Name Y/N Y/N C/L/R Y/N Y/N

City Y/N Y/N C/L/R Y/N Y/N

Phone Y/N Y/N C/L/R Y/N Y/N

Business E-mail Y/N Y/N C/L/R Y/N Y/N

Website Y/N Y/N C/L/R Y/N Y/N

Territory Y/N Y/N C/L/R Y/N Y/N

Screen Customization Guide 1–9

How this Guide is Organized

My Dashboard Company List

The My Dashboard Company List determines which columns are displayed in Dashboard blocks that
contain Company information, for example, the Recently Viewed Companies Dashboard block. To
customize the columns displayed in these blocks, select Administration | Customization | Company |
Lists | My Dashboard Company List.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Company Name Y/N Y/N C/L/R Y/N Y/N

Person Y/N Y/N C/L/R Y/N Y/N

1–10 Sage CRM

 How this Guide is Organized

Company Dedupe List

To customize this screen, select Administration | Customization | Company | Lists |

CompanyDedupeList.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Company Name Y/N Y/N C/L/R Y/N Y/N

City Y/N Y/N C/L/R Y/N Y/N

Number Y/N Y/N C/L/R Y/N Y/N

Business E-mail Y/N Y/N C/L/R Y/N Y/N

Person Y/N Y/N C/L/R Y/N Y/N

Address 1 Y/N Y/N C/L/R Y/N Y/N

Screen Customization Guide 1–11

How this Guide is Organized

Key Attributes Screen for Companies

You can remove this tab from Administration | Customization | Company | Tabs, and select the
Company Tab Group hyperlink.

You can customize the content of this tab from Administration | Advanced Customization | Key
Attributes.

Required Modifications

Category Modification

Installed Software

New Categories to be added to this screen

Category

1–12 Sage CRM

 How this Guide is Organized

Company Summary Report

You can customize the header area of the Company Summary Report output, and also the layout of the
Cases, Communications, and Opportunities list.

Screen Customization Guide 1–13

How this Guide is Organized

Company Report Summary Screen

To customize the header information of the Company Summary Report, select Administration |
Customization | Company | Screens and select the Company Report Summary screen.

You can also customize the header information by selecting Administration | Customization | Company
| Summary Report and clicking on the Edit Summary Content button.

Required Modifications

Field Modification

Company Name

Type

Segment

Employees

Revenue

Region

Person

Address 1

Business E-mail

Address 2

Phone

City

Fax Number

Country

1–14 Sage CRM

 How this Guide is Organized

New Fields to be added to this screen

Field Position on Screen

Screen Customization Guide 1–15

How this Guide is Organized

Company Summary Report Cases

To customize the layout of the Cases list on the Company Summary Report, select Administration |
Customization | Company | Summary Report and select the Cases hyperlink.

Required Modifications

Column Modification

Status

RefId

Opened

Priority

Person

Description

Assigned To

Stage

1–16 Sage CRM

 How this Guide is Organized

Company Summary Report Communications

To customize the layout of the Communications list on the Company Summary Report, select
Administration | Customization | Company | Summary Report and select the Communications
hyperlink.

Required Modifications

Column Modification

Action

Date / Time

Person

Details

User

Status

Screen Customization Guide 1–17

How this Guide is Organized

Company Summary Report Opportunities

To customize the layout of the Opportunities list on the Company Summary Report, select
Administration | Customization | Company | Summary Report and select the Opportunities hyperlink.

Required Modifications

Column Modification

Status

Description

Person

Opened

Stage

Priority

Assigned To

1–18 Sage CRM

 How this Guide is Organized

Person Screen Layout

Person Search Screen

This screen is displayed when you select Find | Person. To customize this screen, select Administration |
Customization | Person | Screens | Person Search Screen.

Required Modifications

Field Modification

Keyword Search

Last Name

First

Company Name

Area Code

Phone Number

Business E-mail

City

Zip Code

Territory

Account Manager

Screen Customization Guide 1–19

How this Guide is Organized

New Fields to be added to this screen

Field Position on Screen

1–20 Sage CRM

 How this Guide is Organized

Person Entry Screen

This screen is displayed when you select New | Person and pass the Person Dedupe screen. To customize
this screen, select Administration | Customization | Person | Screens | Person Entry Screen.

Required Modifications

Field Modification

Last Name

First Name

Salutation

Middle

Suffix

Gender

Title Code

Title

Department

Territory

Website

Account Manager

New Fields to be added to this screen

Field Position on Screen

Screen Customization Guide 1–21

How this Guide is Organized

Person Summary Screen

Note that the Person Summary Screen is the Contact panel on the Company Summary page. This is the
only place it is displayed in CRM (not to be confused with the Person Summary page). To customize this
screen, select Administration | Customization | Person | Screens | Person Summary Screen.

Required Modifications

Field Modification

Last Name

First Name

Salutation

Title

Department

Business E-mail

Area Code

Number

New Fields to be added to this screen

Field Position on Screen

1–22 Sage CRM

 How this Guide is Organized

Person Marketing Box

This is the Marketing tab in the Person context. To customize this screen, select Administration |
Customization | Person | Screens | Person Marketing Box.

Required Modifications

Field Modification

CRM Solution
Implemented

IT Budget

Preferred Database

Current Supplier

Current Supplier
Description

New Fields to be added to this screen

Field Position on Screen

Screen Customization Guide 1–23

How this Guide is Organized

Person Dedupe Search Screen

This screen is displayed when you select New | Person. To customize this screen, select Administration |
Customization | Person | Screens | Person Dedupe Search Screen.

Required Modifications

Field Modification

Last Name

First Name

New Fields to be added to this screen

Field Position on Screen

1–24 Sage CRM

 How this Guide is Organized

Person Top Content

New Fields to be added to this screen

Field Position on Screen

Screen Customization Guide 1–25

How this Guide is Organized

Person Web Picker

To customize this screen, select Administration | Customization | Person | Screens | PersonWebPicker.

Required Modifications

Field Modification

Company

New Fields to be added to this screen

Field Position on Screen

1–26 Sage CRM

 How this Guide is Organized

Person List Layout

Person Grid

This screen is displayed when you select Find | Person and then click on the Find button. To customize
this screen, select Administration | Customization | Person | Lists | Person Grid.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Last Name Y/N Y/N C/L/R Y/N Y/N

First Name Y/N Y/N C/L/R Y/N Y/N

Company Name Y/N Y/N C/L/R Y/N Y/N

Phone Y/N Y/N C/L/R Y/N Y/N

Business E-mail Y/N Y/N C/L/R Y/N Y/N

Territory Y/N Y/N C/L/R Y/N Y/N

Screen Customization Guide 1–27

How this Guide is Organized

Person List

This list is displayed on the People tab in the Company context. To customize this screen, select
Administration | Customization | Person | Lists | Person List.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Person Y/N Y/N C/L/R Y/N Y/N

Title Y/N Y/N C/L/R Y/N Y/N

Phone Y/N Y/N C/L/R Y/N Y/N

Business E-mail Y/N Y/N C/L/R Y/N Y/N

Territory Y/N Y/N C/L/R Y/N Y/N

Type Y/N Y/N C/L/R Y/N Y/N

1–28 Sage CRM

 How this Guide is Organized

Person Dedupe List

To customize this screen, select Administration | Customization | Person | Lists | PersonDedupeList.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Person Y/N Y/N C/L/R Y/N Y/N

Title Y/N Y/N C/L/R Y/N Y/N

Phone Y/N Y/N C/L/R Y/N Y/N

Business E-mail Y/N Y/N C/L/R Y/N Y/N

Address 1 Y/N Y/N C/L/R Y/N Y/N

Screen Customization Guide 1–29

How this Guide is Organized

My Dashboard Person List

The My Dashboard Person List determines which columns are displayed in Dashboard blocks that
contain Person information, for example, the Recently Viewed Persons Dashboard block. To customize
the columns displayed in these blocks, select Administration | Customization | Person | Lists | My
Dashboard Person List.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Person Y/N Y/N C/L/R Y/N Y/N

Company Name Y/N Y/N C/L/R Y/N Y/N

1–30 Sage CRM

 How this Guide is Organized

Person Summary Report

You can customize the header area of the Person Summary Report output, and also the layout of the
Cases, Communications, and Opportunities list.

Screen Customization Guide 1–31

How this Guide is Organized

Person Report Summary Screen

To customize the header information of the Person Summary Report, select Administration |
Customization | Person | Screens and select the Person Report Summary screen.

You can also customize the header information by selecting Administration | Customization | Company
| Summary Report and clicking on the Edit Summary Content button.

Required Modifications

Field Modification

Person

Title

Phone

Company Name

Country

Account Manager

New Fields to be added to this screen

Field Position on Screen

1–32 Sage CRM

 How this Guide is Organized

Person Summary Report Cases

To customize the layout of the Cases list on the Person Summary Report, select Administration |
Customization | Person | Summary Report and select the Cases hyperlink.

Required Modifications

Column Modification

Status

RefId

Opened

Priority

Description

Assigned To

Stage

Screen Customization Guide 1–33

How this Guide is Organized

Person Summary Report Communications

To customize the layout of the Communications list on the Person Summary Report, select
Administration | Customization | Person | Summary Report and select the Communications hyperlink.

Required Modifications

Column Modification

Action

Date / Time

Details

User

Status

1–34 Sage CRM

 How this Guide is Organized

Person Summary Report Opportunities

To customize the layout of the Opportunities list on the Person Summary Report, select Administration |
Customization | Person | Summary Report and select the Opportunities hyperlink.

Required Modifications

Column Modification

Status

Description

Opened

Stage

Priority

Assigned To

Screen Customization Guide 1–35

How this Guide is Organized

Address Screen Layout

Address Entry Screen

This screen is displayed when adding an Address in the Company or Person context. To customize this
screen, select Administration | Customization | Address | Screens | Address Entry Screen.

Required Modifications

Field Modification

Address 1

Address 2

Address 3

Address 4

City

State

Zip Code

Country

Please refer to the System Administrator Guide for details on the Address Entry screen Type checkboxes.

1–36 Sage CRM

 How this Guide is Organized

New Fields to be added to this screen

Field Position on Screen

Address Summary Screen

The Address Summary Screen is the Address panel on the Company and Person Summary page. To
customize this screen, select Administration | Customization | Address | Screens | Address Summary
Screen.

Required Modifications

Field Modification

Street

City

State

Zip Code

Country

New Fields to be added to this screen

Field Position on Screen

Screen Customization Guide 1–37

How this Guide is Organized

Address List Layout

Address List

This list is displayed on the Address tab in the Company or Person context. To customize this screen,
select Administration | Customization | Address | Lists | Address List.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Street Y/N Y/N C/L/R Y/N Y/N

City Y/N Y/N C/L/R Y/N Y/N

Zip Code Y/N Y/N C/L/R Y/N Y/N

State Y/N Y/N C/L/R Y/N Y/N

Country Y/N Y/N C/L/R Y/N Y/N

1–38 Sage CRM

 How this Guide is Organized

Phone Number Configuration

Decide if the Country Code and Area Code fields are to be used. These are defined in Administration |
System | System Behavior.

Company Level Phone Fields

The Phone Number Types can be customized in Administration | Customization | Translations. For
example, Toll Free can be changed to Help Line—refer to the screen shot above. For more information,
please refer to the System Administrator Guide.

Person Level Phone Fields

Likewise, the Phone Number Types for a Person can be customized.

Screen Customization Guide 1–39

How this Guide is Organized

E-mail

Company Level E-mail Fields

The E-mail Types can be customized in Administration | Customization | Translations. For example, you
can change Support to Tech Support.

Person Level E-mail Fields

Likewise, the E-mail Types for a Person can be customized.

1–40 Sage CRM

 How this Guide is Organized

Communication Information Management

Communication Screen Layout

Custom Communication Detail Box

This box is displayed on a Communication. To customize this screen, select Administration |

Customization | Communication | Screens | CustomCommunicationDetailBox.

Required Modifications

Field Modification

Action

Details

Status

Priority

Territory

Private

Created By

Created Date

Screen Customization Guide 1–41

How this Guide is Organized

New Fields to be added to this screen

Field Position on Screen

Communication Scheduling Box

This box is displayed on a Communication. To customize this screen, select Administration |

Customization | Communication | Screens | CommunicationSchedulingBox.

Required Modifications

Field Modification

Due Date / Time

User

Start Date / Time

Onscreen Reminder

Reminder

Reminder Date / Time

Send Reminder Message

Team

1–42 Sage CRM

 How this Guide is Organized

New Fields to be added to this screen

Field Position on Screen

Screen Customization Guide 1–43

How this Guide is Organized

Communication Filter Box

This box is displayed on Communications tabs. To customize this screen, select Administration |
Customization | Communication | Screens | CommunicationFilterBox.

Required Modifications

Field Modification

Action

Status

Type

Territory

New Fields to be added to this screen

Field Position on Screen

1–44 Sage CRM

 How this Guide is Organized

Communication Task Filter Box

This box is displayed My CRM | Calendar | Calendar View. To customize this box, select Administration
| Customization | Communication | Screens | CommunicationTaskFilterBox.

Required Modifications

Field Modification

Status

Action

New Fields to be added to this screen

Field Position on Screen

Screen Customization Guide 1–45

How this Guide is Organized

Communication Campaign Box

To customize this box, select Administration | Customization | Communication | Screens |

CommunicationCampaignBox.

Required Modifications

Field Modification

Wave Activity

Response Type

New Fields to be added to this screen

Field Position on Screen

1–46 Sage CRM

 How this Guide is Organized

Communication Wave Detail Box

To customize this box, select Administration | Customization | Communication | Screens |

CommunicationWaveDetailBox.

Required Modifications

Field Modification

Wave Activity

New Fields to be added to this screen

Field Position on Screen

Screen Customization Guide 1–47

How this Guide is Organized

Communication Top Content

New Fields to be added to this screen

Field Position on Screen

1–48 Sage CRM

 How this Guide is Organized

Communication Web Picker

To customize this screen, select Administration | Customization | Communication | Screens |

CommWebPicker.

Required Modifications

Field Modification

Company

Person

Regarding

New Fields to be added to this screen

Field Position on Screen

Screen Customization Guide 1–49

How this Guide is Organized

Communication List Layout

Communication List

This list is displayed on the Communications tab in the Company and Person contexts. To customize this
screen, select Administration | Customization | Communication | Lists | Communication List.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Action Y/N Y/N C/L/R Y/N Y/N

Date / Time Y/N Y/N C/L/R Y/N Y/N

Action Y/N Y/N C/L/R Y/N Y/N

Person Y/N Y/N C/L/R Y/N Y/N

Details Y/N Y/N C/L/R Y/N Y/N

Territory Y/N Y/N C/L/R Y/N Y/N

User Y/N Y/N C/L/R Y/N Y/N

Attachment Y/N Y/N C/L/R Y/N Y/N

Regarding Y/N Y/N C/L/R Y/N Y/N

Status Y/N Y/N C/L/R Y/N Y/N

1–50 Sage CRM

 How this Guide is Organized

Communication To Do List

This list is displayed on the List View at My CRM | Calendar. To customize this screen, select
Administration | Customization | Communication | Lists | Communication To Do List.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Action Y/N Y/N C/L/R Y/N Y/N

Date / Time Y/N Y/N C/L/R Y/N Y/N

Person Y/N Y/N C/L/R Y/N Y/N

Company Name Y/N Y/N C/L/R Y/N Y/N

Action Y/N Y/N C/L/R Y/N Y/N

Details Y/N Y/N C/L/R Y/N Y/N

Territory Y/N Y/N C/L/R Y/N Y/N

Attachment Y/N Y/N C/L/R Y/N Y/N

Regarding Y/N Y/N C/L/R Y/N Y/N

Status Y/N Y/N C/L/R Y/N Y/N

Screen Customization Guide 1–51

How this Guide is Organized

Communications Lead List

This is the Communications tab in the Lead context. To customize this screen, select Administration |
Customization | Communication | Lists | CommunicationLeadList.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Action Y/N Y/N C/L/R Y/N Y/N

Date / Time Y/N Y/N C/L/R Y/N Y/N

Details Y/N Y/N C/L/R Y/N Y/N

Territory Y/N Y/N C/L/R Y/N Y/N

Action Y/N Y/N C/L/R Y/N Y/N

Attachment Y/N Y/N C/L/R Y/N Y/N

Regarding Y/N Y/N C/L/R Y/N Y/N

Status Y/N Y/N C/L/R Y/N Y/N

1–52 Sage CRM

 How this Guide is Organized

Communications Solution List

This is the Communications tab in the Solution context. To customize this screen, select Administration |
Customization | Communication | Lists | CommunicationSolutionList.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Action Y/N Y/N C/L/R Y/N Y/N

Date / Time Y/N Y/N C/L/R Y/N Y/N

Action Y/N Y/N C/L/R Y/N Y/N

Details Y/N Y/N C/L/R Y/N Y/N

User Y/N Y/N C/L/R Y/N Y/N

Attachment Y/N Y/N C/L/R Y/N Y/N

Regarding Y/N Y/N C/L/R Y/N Y/N

Status Y/N Y/N C/L/R Y/N Y/N

Screen Customization Guide 1–53

How this Guide is Organized

Communications Task List

To customize this screen, select Administration | Customization | Communication | Lists |

CommunicationTaskList.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Priority Y/N Y/N C/L/R Y/N Y/N

Due Date Y/N Y/N C/L/R Y/N Y/N

Action Y/N Y/N C/L/R Y/N Y/N

Details Y/N Y/N C/L/R Y/N Y/N

Attachment Y/N Y/N C/L/R Y/N Y/N

Status Y/N Y/N C/L/R Y/N Y/N

1–54 Sage CRM

 How this Guide is Organized

E-mail Communication Screens

E-mail Filing Box

To customize this screen, select Administration | Customization | Communication | Screens | E-

mailFilingBox.

Required Modifications

Field Modification

Status

Team

Territory

Action

Wave Activity

New Fields to be added to this screen

Field Position on Screen

Screen Customization Guide 1–55

How this Guide is Organized

Lead Information Management

Lead Screen Layout

Lead Address Screen

This box is displayed on the Lead Summary page. To customize this box, select Administration |
Customization | Lead | Screens | LeadAddressScreen.

Required Modifications

Field Modification

Address 1

Address 2

Address 3

Address 4

City

Zip Code

State

Country

New Fields to be added to this screen

Field Position on Screen

1–56 Sage CRM

 How this Guide is Organized

Lead Company Screen

This box is displayed on the Lead Summary page. To customize this box, select Administration |
Customization | Lead | Screens | LeadCompanyScreen.

Required Modifications

Field Modification

Company Name

Web Site

Industry

Annual Revenues

No. of Employees

New Fields to be added to this screen

Field Position on Screen

Screen Customization Guide 1–57

How this Guide is Organized

Lead Details Screen

This box is displayed on the Lead Summary page. To customize this box, select Administration |
Customization | Lead | Screens | LeadDetailScreen.

Required Modifications

Field Modification

Description

Source

Opened

Main Product Interest

Details

Wave Activity

Decision Timeframe

New Fields to be added to this screen

Field Position on Screen

1–58 Sage CRM

 How this Guide is Organized

Lead Person Screen

This box is displayed on the Lead Summary page. To customize this box, select Administration |
Customization | Lead | Screens | LeadPersonScreen.

Required Modifications

Field Modification

Last Name

First Name

Salutation

Title

E-mail

Country Code

Area Code

Phone Number

Country Code

Area Code

Fax Number

New Fields to be added to this screen

Field Position on Screen

Screen Customization Guide 1–59

How this Guide is Organized

Lead Search Box

To customize this screen, select Administration | Customization | Lead | Screens | LeadSearchBox.

Required Modifications

Field Modification

Keyword Search

Company Name

Last Name

First Name

Description

Status

Stage

Opened

Rating

Territory

Assigned to

1–60 Sage CRM

 How this Guide is Organized

New Fields to be added to this screen

Field Position on Screen

Screen Customization Guide 1–61

How this Guide is Organized

Lead Top Content

New Fields to be added to this screen

Field Position on Screen

1–62 Sage CRM

 How this Guide is Organized

Lead Filter Box

This box is displayed on the Lead Summary page. To customize this screen, select Administration |
Customization | Lead | Screens | LeadListFilter.

Required Modifications

Field Modification

Status

Stage

Company Name

First Name

Last Name

Territory

New Fields to be added to this screen

Field Position on Screen

Screen Customization Guide 1–63

How this Guide is Organized

1–64 Sage CRM

 How this Guide is Organized

Lead List Layout

Lead Grid

To customize this screen, select Administration | Customization | Lead | Lists | LeadGrid.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Status Y/N Y/N C/L/R Y/N Y/N

Company Name Y/N Y/N C/L/R Y/N Y/N

First Name Y/N Y/N C/L/R Y/N Y/N

Last Name Y/N Y/N C/L/R Y/N Y/N

Description Y/N Y/N C/L/R Y/N Y/N

Stage Y/N Y/N C/L/R Y/N Y/N

Assigned To Y/N Y/N C/L/R Y/N Y/N

Territory Y/N Y/N C/L/R Y/N Y/N

Screen Customization Guide 1–65

How this Guide is Organized

Lead List

To customize this screen, select Administration | Customization | Lead | Lists | LeadList.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Status Y/N Y/N C/L/R Y/N Y/N

Description Y/N Y/N C/L/R Y/N Y/N

Company Name Y/N Y/N C/L/R Y/N Y/N

Last Name Y/N Y/N C/L/R Y/N Y/N

First Name Y/N Y/N C/L/R Y/N Y/N

Stage Y/N Y/N C/L/R Y/N Y/N

Opened Y/N Y/N C/L/R Y/N Y/N

Territory Y/N Y/N C/L/R Y/N Y/N

1–66 Sage CRM

 How this Guide is Organized

My Dashboard Lead List

The My Dashboard Lead List determines which columns are displayed in Dashboard blocks that contain
Lead information, for example, the Recently Viewed Leads Dashboard block. To customize the columns
displayed in these blocks, select Administration | Customization | Lead | Lists | My Dashboard Lead
List.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Description Y/N Y/N C/L/R Y/N Y/N

Company Name Y/N Y/N C/L/R Y/N Y/N

Priority Y/N Y/N C/L/R Y/N Y/N

Screen Customization Guide 1–67

How this Guide is Organized

Marketing Campaign Information Management

This includes reviewing and defining information within Campaigns, Waves, and Wave Items.

Campaign Screen Layout

Campaign Detail Box

To customize this screen, select Administration | Customization | Campaigns | Screens |

CampaignDetailBox.

Required Modifications

Field Modification

Campaign Name

Start

End

Status

Campaign Budget

Actual Cost

New Fields to be added to this screen

Field Position on Screen

1–68 Sage CRM

 How this Guide is Organized

Campaign Filter Box

To customize this screen, select Administration | Customization | Campaigns | Screens |

CampaignFilterBox.

Required Modifications

Field Modification

Status

Created By

Start

New Fields to be added to this screen

Field Position on Screen

Screen Customization Guide 1–69

How this Guide is Organized

Campaign List Layout

Campaign List

To customize this screen, select Administration | Customization | Campaigns | Lists | CampaignList.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Campaign Name Y/N Y/N C/L/R Y/N Y/N

Start Y/N Y/N C/L/R Y/N Y/N

End Y/N Y/N C/L/R Y/N Y/N

Actual Cost Y/N Y/N C/L/R Y/N Y/N

1–70 Sage CRM

 How this Guide is Organized

Campaign Grid

This grid is available on the OutBound Call List tab in the My CRM work area, for example. To customize
this screen, select Administration | Customization | Campaigns | Lists | CampaignsGrid.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Wave Activity Name Y/N Y/N C/L/R Y/N Y/N

Campaign Name Y/N Y/N C/L/R Y/N Y/N

Wave Name Y/N Y/N C/L/R Y/N Y/N

Screen Customization Guide 1–71

How this Guide is Organized

Wave Screen Layout

Wave Detail Box

To customize this screen, select Administration | Customization | Waves | Screens | WaveDetailBox.

Required Modifications

Field Modification

Wave Name

Start

End

Status

Wave Budget

Actual Cost

New Fields to be added to this screen

Field Position on Screen

1–72 Sage CRM

 How this Guide is Organized

Wave List Layout

Wave List

This list is displayed from within the Campaign context, when the Hide Wave Activities button is
selected. To customize this screen, select Administration | Customization | Waves | Lists | WaveList.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Wave Name Y/N Y/N C/L/R Y/N Y/N

Start Y/N Y/N C/L/R Y/N Y/N

End Y/N Y/N C/L/R Y/N Y/N

Actual Cost Y/N Y/N C/L/R Y/N Y/N

Screen Customization Guide 1–73

How this Guide is Organized

Wave Item Screen Layout

Wave Item Detail Box

To customize this screen, select Administration | Customization | Wave Items | Screens |

WaveItemDetailBox.

Required Modifications

Field Modification

Wave Activity Name

Status

Type

Details

Start

End

Group

Activity Budget

Actual Cost

New Fields to be added to this screen

Field Position on Screen

1–74 Sage CRM

 How this Guide is Organized

Screen Customization Guide 1–75

How this Guide is Organized

Wave Item Search Box

This screen is displayed when performing a standard search from a Wave Activity Advanced Search
Select field—for example, from the Communication screen. To customize this screen, select
Administration | Customization | Wave Items | Screens | WaveItemsSearchBox.

Required Modifications

Field Modification

Campaign Name

Wave Name

Wave Activity Name

New Fields to be added to this screen

Field Position on Screen

1–76 Sage CRM

 How this Guide is Organized

Wave Item List Layout

Wave Item Grid

This grid is displayed as a result of a standard search from a Wave Activity Advanced Search Select field
—for example, from the Communication screen. To customize this grid, select Administration |
Customization | Wave Items | Lists | WaveItemsGrid.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Wave Activity Name Y/N Y/N C/L/R Y/N Y/N

Campaign Name Y/N Y/N C/L/R Y/N Y/N

Wave Name Y/N Y/N C/L/R Y/N Y/N

Screen Customization Guide 1–77

How this Guide is Organized

Wave Item List

This list is displayed in the context of a Wave. To customize this list, select Administration |
Customization | Wave Items | Lists | WaveItemList.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Status Y/N Y/N C/L/R Y/N Y/N

Wave Activity Name Y/N Y/N C/L/R Y/N Y/N

Type Y/N Y/N C/L/R Y/N Y/N

Start Y/N Y/N C/L/R Y/N Y/N

End Y/N Y/N C/L/R Y/N Y/N

Actual Cost Y/N Y/N C/L/R Y/N Y/N

1–78 Sage CRM

 How this Guide is Organized

Opportunity Information Management

Opportunity Screen Layout

Opportunity Search Screen

To customize this screen, select Administration | Customization | Opportunity | Screens | Opportunity

Search Screen.

Required Modifications

Field Modification

Keyword Search

Description

Customer Ref

Stage

Status

Company Name

Last Name

First Name

Territory

Assigned To

Screen Customization Guide 1–79

How this Guide is Organized

New Fields to be added to this screen

Field Position on Screen

1–80 Sage CRM

 How this Guide is Organized

Opportunity Detail Screen

To customize this screen, select Administration | Customization | Opportunity | Screens | Opportunity

Detail Screen.

Required Modifications

Field Modification

Description

Source

Type

Customer Ref

Details

Opened

Closed

Territory

Wave Activity

New Fields to be added to this screen

Field Position on Screen

Screen Customization Guide 1–81

How this Guide is Organized

Opportunity Filter Box

To customize this screen, select Administration | Customization | Opportunity | Screens |

OpportunityFilterBox.

Required Modifications

Field Modification

Status

Stage

Territory

New Fields to be added to this screen

Field Position on Screen

1–82 Sage CRM

 How this Guide is Organized

Opportunity Web Picker

To customize this screen, select Administration | Customization | Opportunity | Screens | Opportunity

WebPicker.

Required Modifications

Field Modification

Company

Person

New Fields to be added to this screen

Field Position on Screen

Screen Customization Guide 1–83

How this Guide is Organized

Opportunity Totals

To customize this screen, select Administration | Customization | Opportunity | Screens | Opportunity

Totals.

Required Modifications

Field Modification

Opportunity Currency

Total Quote Value

Total Order Value

New Fields to be added to this screen

Field Position on Screen

1–84 Sage CRM

 How this Guide is Organized

Opportunity Top Content

New Fields to be added to this screen

Field Position on Screen

Screen Customization Guide 1–85

How this Guide is Organized

Opportunity List Layout

Opportunity Grid

To customize this screen, select Administration | Customization | Opportunity | Lists | Opportunity

Grid.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Status Y/N Y/N C/L/R Y/N Y/N

Company Name Y/N Y/N C/L/R Y/N Y/N

Person Y/N Y/N C/L/R Y/N Y/N

Description Y/N Y/N C/L/R Y/N Y/N

Type Y/N Y/N C/L/R Y/N Y/N

Stage Y/N Y/N C/L/R Y/N Y/N

Territory Y/N Y/N C/L/R Y/N Y/N

Assigned To Y/N Y/N C/L/R Y/N Y/N

1–86 Sage CRM

 How this Guide is Organized

Opportunity List

To customize this screen, select Administration | Customization | Opportunity | Lists | Opportunity

List.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Status Y/N Y/N C/L/R Y/N Y/N

Description Y/N Y/N C/L/R Y/N Y/N

Company Name Y/N Y/N C/L/R Y/N Y/N

Person Y/N Y/N C/L/R Y/N Y/N

Opened Y/N Y/N C/L/R Y/N Y/N

Stage Y/N Y/N C/L/R Y/N Y/N

Priority Y/N Y/N C/L/R Y/N Y/N

Territory Y/N Y/N C/L/R Y/N Y/N

Screen Customization Guide 1–87

How this Guide is Organized

My Dashboard Opportunity List

The My Dashboard Opportunity List determines which columns are displayed in Dashboard blocks that
contain Opportunity information, for example, the Recently Viewed Opportunities Dashboard block. To
customize the columns displayed in these blocks, select Administration | Customization | Opportunity |
Lists | My Dashboard Opportunity List.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Description Y/N Y/N C/L/R Y/N Y/N

Company Name Y/N Y/N C/L/R Y/N Y/N

Forecast Y/N Y/N C/L/R Y/N Y/N

1–88 Sage CRM

 How this Guide is Organized

Opportunity Summary Report

You can customize the header area of the Opportunity Summary Report output, and also the layout of
the Communications and Opportunity Tracking list.

Screen Customization Guide 1–89

How this Guide is Organized

Opportunity Report Summary Screen

To customize the header information of the Opportunity Summary Report, select Administration |
Customization | Opportunity | Screens and select the Opportunity Report Summary screen.

You can also customize the header information by selecting Administration | Customization |
Opportunity | Summary Report and clicking on the Edit Summary Content button.

Required Modifications

Field Modification

Priority

Source

Team

Person

Company Name

Forecast

Assigned To

Stage

Status

New Fields to be added to this screen

Field Position on Screen

1–90 Sage CRM

 How this Guide is Organized

Field Position on Screen

Screen Customization Guide 1–91

How this Guide is Organized

Opportunity Summary Report Communications

To customize the layout of the Communications list on the Opportunity Summary Report, select
Administration | Customization | Opportunity | Summary Report and select the Communications
hyperlink.

Required Modifications

Column Modification

Date / Time

Action

Person

Details

User

Territory

Status

1–92 Sage CRM

 How this Guide is Organized

Opportunity Summary Report Opportunity Tracking

To customize the layout of the Opportunity Tracking list on the Opportunity Summary Report, select
Administration | Customization | Opportunity | Summary Report and select the Opportunity Tracking
hyperlink.

Required Modifications

Column Modification

Status

Created Date

Created By

Stage

Tracking Note

Duration

Screen Customization Guide 1–93

How this Guide is Organized

Quote and Order Screen Layout

Quote Summary Screen

To customize this screen, select Administration | Customization | Order Quote | Screens |

QuoteSummary.

Required Modifications

Field Modification

Currency

Pricing List

Status

Include In Quotes Total

Reference

Opened

Expiration Date

Description

Associated Document

New Fields to be added to this screen

Field Position on Screen

1–94 Sage CRM

 How this Guide is Organized

Quote Filter Box

To customize this screen, select Administration | Customization | Order Quote | Screens |

QuoteFilterBox.

Required Modifications

Field Modification

Status

Reference

New Fields to be added to this screen

Field Position on Screen

Screen Customization Guide 1–95

How this Guide is Organized

Order Summary Screen

To customize this screen, select Administration | Customization | Order Quote | Screens |

OrderSummary.

Required Modifications

Field Modification

Currency

Pricing List

Reference

Opened

Delivery Date

Status

Description

PO Reference

Contact

Billing Address

Shipping Address

Shipping Method

1–96 Sage CRM

 How this Guide is Organized

New Fields to be added to this screen

Field Position on Screen

Screen Customization Guide 1–97

How this Guide is Organized

Order Filter Box

To customize this screen, select Administration | Customization | Order Quote | Screens |

OrderFilterBox.

Required Modifications

Field Modification

Status

Reference

New Fields to be added to this screen

Field Position on Screen

1–98 Sage CRM

 How this Guide is Organized

Quote and Order List Layout

Quote List

To customize this screen, select Administration | Customization | Order Quote | Lists | QuoteListBox.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Status Y/N Y/N C/L/R Y/N Y/N

Reference Y/N Y/N C/L/R Y/N Y/N

Description Y/N Y/N C/L/R Y/N Y/N

Associated Document Y/N Y/N C/L/R Y/N Y/N

Include In Quotes Total Y/N Y/N C/L/R Y/N Y/N

Total ($) Y/N Y/N C/L/R Y/N Y/N

Screen Customization Guide 1–99

How this Guide is Organized

Order List

To customize this screen, select Administration | Customization | Order Quote | Lists | OrderListBox.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Status Y/N Y/N C/L/R Y/N Y/N

Reference Y/N Y/N C/L/R Y/N Y/N

Description Y/N Y/N C/L/R Y/N Y/N

Associated Document Y/N Y/N C/L/R Y/N Y/N

Total ($) Y/N Y/N C/L/R Y/N Y/N

1–100 Sage CRM

 How this Guide is Organized

Line Item Screen Layout

Opportunity Item Detail Box

To customize this screen, select Administration | Customization | LineItems | Screens |

LineItemsSummary.

Required Modifications

Field Modification

Product Family

Product

UOM

Quantity

List Price

Quoted Price

Line Item Discount

New Fields to be added to this screen

Field Position on Screen

Screen Customization Guide 1–101

How this Guide is Organized

Line Item List Layout

Line Item Grid

To customize this screen, select Administration | Customization | LineItems | Lists | LineItemGrid.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Line Number Y/N Y/N C/L/R Y/N Y/N

Product Name Y/N Y/N C/L/R Y/N Y/N

UOM Y/N Y/N C/L/R Y/N Y/N

Quantity Y/N Y/N C/L/R Y/N Y/N

List Price Y/N Y/N C/L/R Y/N Y/N

Quoted Price Y/N Y/N C/L/R Y/N Y/N

Line Item Discount Y/N Y/N C/L/R Y/N Y/N

Quoted Price Sum Y/N Y/N C/L/R Y/N Y/N

1–102 Sage CRM

 How this Guide is Organized

Case Information Management

Case Screen Layout

Case Search Screen

To customize this screen, select Administration | Customization | Cases | Screens | Case Search Screen.

Required Modifications

Field Modification

Keyword Search

RefId

Priority

Description

Stage

Area

Problem Type

Status

Company Name

First Name

Last Name

Screen Customization Guide 1–103

How this Guide is Organized

Fix in

Assigned To

Created By

Territory

New Fields to be added to this screen

Field Position on Screen

1–104 Sage CRM

 How this Guide is Organized

Case Detail Box

To customize this screen, select Administration | Customization | Cases | Screens | Case Detail Screen.

Required Modifications

Field Modification

RefId

Found In

SLA

SLA Severity

Description

Area

Source

Customer Ref

Fix In

Territory

Created By

New Fields to be added to this screen

Field Position on Screen

Screen Customization Guide 1–105

How this Guide is Organized

Case Filter Box

To customize this screen, select Administration | Customization | Cases | Screens | CaseFilterBox.

Required Modifications

Field Modification

Status

Stage

Priority

Territory

New Fields to be added to this screen

Field Position on Screen

1–106 Sage CRM

 How this Guide is Organized

Case Top Content

New Fields to be added to this screen

Field Position on Screen

Screen Customization Guide 1–107

How this Guide is Organized

Case Web Picker

To customize this screen, select Administration | Customization | Cases | Screens | CaseWebPicker.

Required Modifications

Field Modification

Company

Person

New Fields to be added to this screen

Field Position on Screen

1–108 Sage CRM

 How this Guide is Organized

Case List Layout

Case Grid

To customize this screen, select Administration | Customization | Cases | Lists | Case Grid.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Status Y/N Y/N C/L/R Y/N Y/N

RefId Y/N Y/N C/L/R Y/N Y/N

Priority Y/N Y/N C/L/R Y/N Y/N

Fix In Y/N Y/N C/L/R Y/N Y/N

Company Name Y/N Y/N C/L/R Y/N Y/N

Product Y/N Y/N C/L/R Y/N Y/N

Description Y/N Y/N C/L/R Y/N Y/N

Assigned To Y/N Y/N C/L/R Y/N Y/N

Stage Y/N Y/N C/L/R Y/N Y/N

Territory Y/N Y/N C/L/R Y/N Y/N

Screen Customization Guide 1–109

How this Guide is Organized

Case List

This list is displayed in the Cases tab within the context of a Person or Company. To customize this
screen, select Administration | Customization | Cases | Lists | Case List.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Status Y/N Y/N C/L/R Y/N Y/N

RefId Y/N Y/N C/L/R Y/N Y/N

Priority Y/N Y/N C/L/R Y/N Y/N

Fix In Y/N Y/N C/L/R Y/N Y/N

Person Y/N Y/N C/L/R Y/N Y/N

Product Y/N Y/N C/L/R Y/N Y/N

Description Y/N Y/N C/L/R Y/N Y/N

Assigned To Y/N Y/N C/L/R Y/N Y/N

Stage Y/N Y/N C/L/R Y/N Y/N

Territory Y/N Y/N C/L/R Y/N Y/N

SLA Status Y/N Y/N C/L/R Y/N Y/N

1–110 Sage CRM

 How this Guide is Organized

My Dashboard Case List

The My Dashboard Case List determines which columns are displayed in Dashboard blocks that contain
Case information, for example, the Recently Viewed Cases Dashboard block. To customize the columns
displayed in these blocks, select Administration | Customization | Cases | Lists | My Dashboard Case
List.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

RefId Y/N Y/N C/L/R Y/N Y/N

Description Y/N Y/N C/L/R Y/N Y/N

Priority Y/N Y/N C/L/R Y/N Y/N

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Solution Cases List

This list is displayed in the Cases tab within the context of a Solution. To customize this list, select
Administration | Customization | Cases | Lists | SolutionCasesList.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

RefId Y/N Y/N C/L/R Y/N Y/N

Stage Y/N Y/N C/L/R Y/N Y/N

Status Y/N Y/N C/L/R Y/N Y/N

Description Y/N Y/N C/L/R Y/N Y/N

Remove Link Y/N Y/N C/L/R Y/N Y/N

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Case Summary Report

You can customize the header area of the Case Summary Report output, and also the layout of the Case
Tracking and Communications list.

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Case Report Summary Screen

To customize the header information of the Case Summary Report, select Administration |
Customization | Cases | Screens and select the Case Report Summary screen.

You can also customize the header content by selecting Administration | Customization | Cases |
Summary Report and clicking on the Edit Summary Content button.

Required Modifications

Field Modification

RedId

Area

SLA

SLA Severity

Person

Company Name

Priority

Assigned To

Stage

Status

New Fields to be added to this screen

Field Position on Screen

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Case Summary Report Case Tracking

To customize the layout of the Cases Tracking list on the Case Summary Report, select Administration |
Customization | Cases | Summary Report and select the Case Tracking hyperlink.

Required Modifications

Column Modification

Status

Created Date

Created By

Stage

Tracking Note

Duration

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Case Summary Report Communications

To customize the layout of the Communication list on the Case Summary Report, select Administration |
Customization | Cases | Summary Report and select the Communications hyperlink.

Required Modifications

Column Modification

Date / Time

Action

Person

Details

User

Territory

Status

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Solutions Screen Layout

Solutions Search Screen

To customize this list, select Administration | Customization | Solutions | Screens | Solutions Search
Screen.

Required Modifications

Field Modification

Description

Area

Reference Id

Details

Stage

Status

New Fields to be added to this screen

Field Position on Screen

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Solutions Entry Screen

To customize this list, select Administration | Customization | Solutions | Screens | Solution Entry
Screen.

Required Modifications

Field Modification

Reference Id

Area

Description

Details

Team

New Fields to be added to this screen

Field Position on Screen

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Solutions Filter Box

To customize this list, select Administration | Customization | Solutions | Screens | SolutionFilterBox.

Required Modifications

Field Modification

Stage

Status

New Fields to be added to this screen

Field Position on Screen

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Solutions Top Content

New Fields to be added to this screen

Field Position on Screen

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Solutions List Layout

Cases Solution List

This list is displayed in the Solutions tab within the context of a Case. To customize this list, select
Administration | Customization | Solutions | Lists | CasesSolutionList.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Reference Id Y/N Y/N C/L/R Y/N Y/N

Description Y/N Y/N C/L/R Y/N Y/N

Status Y/N Y/N C/L/R Y/N Y/N

Stage Y/N Y/N C/L/R Y/N Y/N

Remove Link Y/N Y/N C/L/R Y/N Y/N

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Solution List

This list is displayed in the Solutions tab of My CRM. To customize this list, select Administration |
Customization | Solutions | Lists | SolutionList.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Status Y/N Y/N C/L/R Y/N Y/N

Reference Id Y/N Y/N C/L/R Y/N Y/N

Stage Y/N Y/N C/L/R Y/N Y/N

Status Y/N Y/N C/L/R Y/N Y/N

Area Y/N Y/N C/L/R Y/N Y/N

Description

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Solutions Grid

This list is displayed as the result of searching for a Solution. To customize this list, select Administration
| Customization | Solutions | Lists | SolutionsGrid.

Hyperlink to

Order Desc
Order By

Heading
Position

Show
Align

Gif
Field

Status Y/N Y/N C/L/R Y/N Y/N

Reference Id Y/N Y/N C/L/R Y/N Y/N

Stage Y/N Y/N C/L/R Y/N Y/N

Status Y/N Y/N C/L/R Y/N Y/N

Description Y/N Y/N C/L/R Y/N Y/N

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CRM Document Version Code: IMP-SCG-ENG-600-1.0

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