Sage CRM’s various entities, be it Primary or Secondary have a unique identity value generated against each of its records. This id values getting auto-generated reduces the efforts of developer in order to create a unique identifier for the entities. Though these values are visible at Database level, there is no standard way of displaying it on the screen. But what if you want to add Id fields on entity screen?
New Post: GUMU™ for Sage CRM- Sage X3 integration is compatible with New Sage CRM version 2017 R3
Here we have the solution, of how you can add the ID field on the screen. Since every entity has a Primary id column stored at the database level, this column itself must be made use of as explained below.
Consider you need to add the Company ID on company screen, just follow the below step to add the Company ID field on screen.
- Step 1: Execute the below query in CRM database:
Update Custom_Edits Set ColP_System = ‘N’ Where ColP_ColName = ‘Comp_CompanyId’
- Step 2: Give the Metadata Refresh. Now you will find the company ID field on field level of Company entity as shown in below screen.
- Step 3: Add this field on company entry screen. Now create the record for company entity and save the record you will get the company ID on screen as shown in below screenshot.
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 firstname.lastname@example.org. We will be glad to assist you.