How to add custom screen to default entity block like Company or Person.

Posted By MichalPoncak over 10 years ago

Hi,

I tried to add a screen to personsummaryblock where i also activated my component recording but the screen is not there? Am I doing something wrong or is the feature not working?

0 1322397 over 10 years ago

Hi Michal,

You can add the screen in that block, however I don’t think the standard screen is loaded using that block. We had worked upon such requirement earlier, where the below mentioned two blogs helped a lot. You can refer the same for alternate approach.

Changing a Summary Screen (e.g. Company Summary Screen)

community.sagecrm.com/.../changing-a-summary-screen-e-g-company-summary-screen.aspx

Adding a new Panel to a Summary screen e.g. Company Summary

community.sagecrm.com/.../adding-a-new-panel-to-a-summary-screen-e-g-company-summary.aspx

Hope this helps!

Regards,

Dinesh
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 Sage CRM over 10 years ago

The personsummaryblock is only used in the mobile screens (iPhone, Android, Tablet) where the screens are generated using the RunBlock system action. In the main user interface the screens are directly built by the system actions. These have hard coded references to the different screen blocks.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Sage CRM

How to add custom screen to default entity block like Company or Person.

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING