Sage CRM always provides super handy functionality to users, which is supportive in daily tasks. For users like marketing or sales one of the time saving feature provided by Sage CRM is Gadget’s on dashboard. Gadgets are shows information of entities as per user’s preference.
New Stuff: Client Side Script to Concatenate Address
As we know, when the custom entity is added to Sage CRM using the Advanced Customization Wizard (Entity Wizard) only the tables is created. For now we assume user creating custom entity name as “Machine”. If user wants to create a Gadget for custom entity they found below the message that “There are no data resource available” as shown in below screenshot.
As we know only the table is created. To create a data resource for gadget i.e. Reports, Saved Searches or Save Advance find etc. For creating this refer below link: 3 Easy Steps to Add Sage CRM Custom Entity in Advanced Find
To create Report or Group as a data resource for custom entity. Need to create the source view for that. To create, view follow the step 1 in above link. After the view is created its available for report and group. As shown in below screenshot.
To Create Saved Advanced Search for custom entity, first we need to add custom entity in the entity list. To add the custom entity in Entity list follow the Step 2 and Step 3 in above link,
After the procedure completed as shown in above link. User can see Custom entity option in entity list as shown in below screenshot.
For adding Advanced Saved search for custom entity refer the below link, Constructing Complex Saved Searches using Advanced Find in Sage CRM
After user completes above steps they can see a data resource for custom entity to create gadgets. As below and easily add gadgets for custom entity.
Hope this information helps.
Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged 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 competence.
Greytrix helps in upgrading Sage ERP and CRM to the latest version and provides migration for Sage Intacct from Sage 300, Sage 100, Sage 50 and QuickBooks; for Sage 100, Sage 300 (Sage Accpac), Sage X3 from Sage Pro, Sage 50 US, Sage 50 CA, Sage 50 US, Sage Business Works, Sage Business Vision and QuickBooks; for Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer
For more information on Sage ERP – CRM migration solutions, please contact us at email@example.com. We will like to hear from you.