Easy Steps to Find out Field Reference in Sage CRM

By | March 20, 2020

Sage CRM has the ability to customize in a different way as user need. Users can add multiple fields on screen as per requirements. In Sage CRM there are different custom tables that stores data of fields, screen or list that are created. But it becomes difficult to find the field reference i.e. field belongs to which list or screen.
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So in this blog we can see, how to find field location in some steps using SQL. For example on Opportunity there is one field name as “Customer Ref”. If User wants to find out where in Sage CRM that the field is used.

Step 1:
To find Caption code of field enter below SQL query, we get caption code as shown in below screenshot. Caption code of field is “oppo_customerref

Select * from Custom_Captions where Capt_Code like '%CustomerRef%' 
SQL Caption Code
SQL Caption Code

Step 2:
As from Step 1 we get the caption code of the particular field. Now to find the list name where this field is used enter the below SQL query.

Select * from Custom_Lists where GriP_ColName = 'oppo_customerref'

In below screenshot we can see that ‘oppo_customerref’ is located in the ‘SSOpportunityList’

List Names
List Names

Step 3:
Next, to find screen name enter below SQL query, we get screen names on which field is located.

Select * from Custom_Screens where SeaP_ColName = 'oppo_customerref'

In below screenshot we can see that ‘oppo_customerref’ is located in the following screens:
1. OpportunityDetailBox
2. OpportunitySearchBox
3. SSOpportunityEntry

Screen Names
Screen Names

Using above easy steps user can easily find out where in Sage CRM that the field is referenced.

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