Sage CRM have a rich and suitable features for all Business Sizes and Types. It contains different type of standard entities to maintain data. There are a lots of columns in each entity. For specific entities, we don’t have rights to delete any standard field from entity. As we all know, Company is a primary/main entity and have their fields with standard properties.
New Stuff: Sage CRM 2017R2: Auto Suggestion of E-mail Recipients
Let’s say, Company entity where we need to delete below fields which are not necessary for our business.
- Business Calendar (comp_bcal_calendarid)
- Holiday Set (comp_hset_holidaysetid)
To delete above fields, we will go to Administration > Customization > Company > Fields > and select particular field.
Field Properties
In above image, there is no Delete Option to delete this field. To display Delete option in List, we need to set default value in database. Below is the query to display Delete option on screen.
SQL Query:
Update Custom_Edits Set ColP_CanDelete=’Y ‘ Where ColP_ColName =’ comp_bcal_calendarid’
Note: Take a backup before doing anything.
Refer below screenshot.
Display Delete option on screen
To remove unwanted fields from each entity, it will helps to improve the performance of application. Hope this will help!
About Us
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100, Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.