Hi Chayaporn

By default Sage CRM displays basic fields on Person Top Content e.g. Person Name, Company Name, Phone, Email etc. Apart from this if you want to add any fields then you can do the same using Person Top Content screen. Now as per your above post you want to replace Phone number field with Mobile Number. You can implement this change in CRM through Client Side Scripting. Kindly Refer the below given steps for your reference.

1. Create New Person.js file and deploy the same under CustomPages folder
2. Create Client Side Script code to call Person.js file in CRM
3. Create new function in Person.js file to replace Phone number field with Mobile Number
4. You can find Phone Details using “TOPCAPTION” and “TOPSUBHEADING “ class name
5. Using above mentioned class name you can replace Phone number field with Mobile Number

Hope this helps!

Regards,

Dinesh

Hi Dinesh,

Thank you for your reply.

Would you please provide sample code in Person.js file?

Really appreciate your help.

Thank you.

Regards,

Chayaporn

Hi Chayaporn,

Kindly follow the below given steps for your reference.

1.Please added below given Script code in Person.js file

function OnPageLoad()
{
changeTopContent();
}
function changeTopContent()
{
var PhonenNumber="";
var MobileNumber="";
if(document.getElementById("hdnPhone"))
PhonenNumber=document.getElementById("hdnPhone").value;

if(document.getElementById("hdnMobile"))
MobileNumber=document.getElementById("hdnMobile").value;

for(i=0;i
{
if(document.all[i].className=="TOPBODY")
{
var HTML=document.all[i].outerHTML
if(document.all[i].outerHTML.search("Phone:")>-1)
{

HTML=HTML.replace("Phone:","Mobile Number:");
HTML=HTML.replace(PhonenNumber,MobileNumber);
document.all[i].outerHTML=HTML;

}
}

}
}
2.Login into Sage CRM
3.Go to Administration || Customization || Person || Screen
4.Click on PersonBoxLong hyperlink
5.Select First Name from list
6.Enter below given code in Create Script Box

var Personid=new String(eWare.GetContextInfo("person","Pers_PersonId"))
if(Personid=="" || Personid=="null" || Personid=="undefined")Personid=0;
//' Get Phone Number
var sPhone="";
var SQLPhone=" select (LTRIM(RTRIM(Phon_CountryCode))+' '+ LTRIM(RTRIM(Phon_AreaCode))+' '+ LTRIM(RTRIM(Phon_Number))) As Phone from phone(nolock) ";
SQLPhone+=" left outer join PhoneLink (nolock) on PLink_PhoneId=Phon_PhoneId "
SQLPhone+=" where PLink_Type='Business' and PLink_EntityID=13 and PLink_RecordID='"+Personid+"' and PLink_Deleted is null and Phon_Deleted is null ";
sPhoneRec=eWare.CreateQueryObj(SQLPhone);
sPhoneRec.SelectSQL();
if(!sPhoneRec.eof)
{
sPhone=new String(sPhoneRec("Phone"));
if(sPhone=="" || sPhone=="null" || sPhone=="undefined")sPhone=0;
}

//' Get Mobile Number
var sMobile="";
var SQLMobile=" select (LTRIM(RTRIM(Phon_CountryCode))+' '+ LTRIM(RTRIM(Phon_AreaCode))+' '+ LTRIM(RTRIM(Phon_Number))) As Mobile from phone(nolock) ";
SQLMobile+=" left outer join PhoneLink (nolock) on PLink_PhoneId=Phon_PhoneId "
SQLMobile+=" where PLink_Type='Mobile' and PLink_EntityID=13 and PLink_RecordID='"+Personid+"' and PLink_Deleted is null and Phon_Deleted is null ";
sMobileRec=eWare.CreateQueryObj(SQLMobile);
sMobileRec.SelectSQL();
if(!sMobileRec.eof)
{
sMobile=new String(sMobileRec("Mobile"));
if(sMobile=="" || sMobile=="null" || sMobile=="undefined")sMobile=0;
}

Caption="First Name:";
7.Click on Update and Save button.

Hope this helps!

Regards,
Dinesh