Every new version of Sage CRM has provided with some or the other new features which has improved system stability, user experience, ease in third party apps integration and so on. Sage CRM 2018 R2 has come up with a new feature related to Custom entity, which has helped to load custom entities list faster.
New Stuff: Set Date Format in New Self Service Portal
By default, Sage CRM check every database column of Custom entity table in order to load the data in the list. This can be optimized by doing initial level configurations while creating custom entity list. It will eventually help to look for only those database columns that are added to your custom entity list. So as a result, custom entity list will load faster.
Below are the steps to make configuration in Sage CRM –
- Go to Administration | Customization | <Custom Entity> | Lists.
- To optimize an existing list, click the Change icon.
- To create and optimize a new list, click New. And follow above mentioned step. Refer below image.
- Set No in ‘Use all SQL columns in query’ field. When this option is set to Yes or –None–, Sage CRM looks for data in all database columns.
- Click on Save Button and execute Metadata Refresh.
In this way you can optimize the Custom entity list by loading the data faster through an efficient way.
Note: This option is not supported for standard entities Lists.
Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.
Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely 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 the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like 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 Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at email@example.com. We will be glad to assist you.