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bmalik_1

Link Issues from Company Tab - Tablet and iPhone

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I've got an issue on my client's Tablet component where it constantly loops any attempt to drill down into any entity tied to a Company (Person, Communication, etc). Users can navigate to the Company through Find > Company, and display the Company Summary just fine. It's only when a user goes to any of the other tabs to look up, change, or add new items to the other tabs that there's a problem.

For this particular post, I've taken a screenshot of an attempt to dial into a specific communication. Notice the URL, even though I've specific on both of the links in the screenshot to point to the "Communication", it is still assigning the "Company" and "Comp_CompanyID" value based on the company record the user has navigated to. In the example, the assigned comp_companyId value is truly 390, but instead of linking to the Communication record that's being displayed, it's pushing the user to the "Summary" section of the Company record. Thus... infinite loop from entities tied to a company back to the summary screen.

Any thoughts or suggestions on how I can remedy this?

  • 0

    Annnnnnd I figured it out. Even though the default "hyperlink" was defined as "Communication" within the "Communication List" associated with the screenshot provided in my original post... it was still defaulting to link over to the CompanyID.

    A way around this (in my example, I'm dealing with a Sage CRM 7.1.d.4 S system) is to go into the list that's giving you grief ("Person Grid" for Persons and "Communication List" for Communications, etc), and instead of defining a "Hyperlink" value.. do the following:

    1) "Hyperlink To" - set the value to "Run Tab Group".

    2) Define "Tab Group Name" - set the value of this to reflect the table of your entity ("Communication" for Communications, "Person" for Person records, etc).

    3) Define "Custom ID Field" - set the value of this to reflect the primary key of that entity (pers_personid for Person records, comm_communicationid for Communciations, etc).

    I applied the above to my client's Sage CRM tablet settings and viola... navigation was working as it should.

    Hope this helps anyone that runs into a similar issue.

  • 0

    HI Basil - Do you know how to do this from within a screen (as opposed to a list)? For example in the Communication Summary Screen - I can add company, and can set the hyperlink to RunTabGroup, but there are no options to specify the tab group name etc.

  • 0

    Mary

    Runtabgroup is an that is associated with menu options rather than a field. Please can you explain a little more about the customization of the mobile screen you are attempting?

  • 0

    Hi Mary,

    As Jeff mentioned in his reply, it really depends on what you're trying to accomplish with the modification that you're trying to apply. In my example, it was very specific to the older style Tablet component that was required on Sage CRM 7.1.d.4 S in order for users to access Sage CRM from a mobile device, tablet, or iPad.

    To echo what Jeff asked, do you think you could explain a little more of what you're trying to accomplish with your customization? Are you experiencing a similar issue where the Sage CRM system is looping you through screens while trying to accomplish a specific task as a user?

    If you can provide a little more context, we can definitely get this figured out. :)

*Community Hub is the new name for Sage City