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.
New Stuff: Issue while loading records on Ticket List in Self Service Portal

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.

About Us

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 X3Sage IntacctSage 100Sage 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 ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage CRM Mobile Service SignatureSage 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 sage@greytrix.com. We will be glad to assist you.