Editable Grids for Sage CRM
Editable Grids add-on is a Sage CRM custom control that provides rich inline-editing capabilities of CRM data
Built through standard CRM metadata
Editable Grids are created and maintained using the Sage CRM customization interface and metadata thus allowing the user to easily create new grids and to add or remove columns through the standard lists customization interface.
Supported Entities
Editable Grids module works with standard and custom entities and can be added anywhere in the Sage CRM system, including administration areas (e.g. for editing Sage CRM user related data)
Available Fields
Dates, SSADV , checkboxes and in fact entire range of CRM field types are supported and can be used for the In-Cell editing operations.
*Calculation between columns and footer totals are also possible via the extended JavaScript API.
Fast Performance
Sage CRM records are loaded into the grid using Ajax requests which retreive data in JSON formats and this results in fast performance with large data sets.
Data Filtering and Sorting
Grid data can be filtered using standard/customizable Sage CRM search screens that are added to the page along with the grid. Sorting is done through list header columns.
Quick Actions
Optional actions like Jump to summary page, add record to favorites or record deletion are added into the grid’s first column.
Bulk Actions
Export or delete selected records in bulk
Data Export
List data can be exported to Excel format or added to existing or new Sage CRM groups
Sage CRM Data Import
Import data from Excel or CSV files into CRM via Editable Grids
Easy to install
The Editble Grids add-on for Sage CRM is easy to install, it takes less than a minute and it does not require advanced developer skills. Help guide is available in Administration area and, to get you started, several Sage CRM components are available for quickly adding several editable grids for editing Cases, Opportunities and Leads.
Trial download and access to live demo available by request