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Example Components & Developer Resources Add Budget Status Column
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  • -Example Components & Developer Resources
    • +Sage CRM 2025 Components
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    • -Sage CRM 2023 components
      • Import Quicklook DLL
      • Add Child Cases
      • Add Budget Status Column
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      • Company PeopleList Rebuild
      • Create Admin Report
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      • Example Case Workflow
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      • ReadOnly Label Browser tab
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      • Suppress Duplicate Meeting Records
      • UI changes to External Attendees
      • Useful Saved Searches and Groups
    • +Sage CRM Labs

Add Budget Status Column

Download file:   Component: Add Budget Status Column  

Add a Budget Status Column to the CampaignsList. This is done by deriving a new column in the view called 'vCampaigns'. The derived field will show whether Campaign costs are within budget 'Green', approaching the budget limit 'Amber' or have exceeded budget 'Red' by using a simple icon display similar to the Case SLA Status field. The budget warning level 'Amber' is set to be 90% of the budget.

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