Adding Secondary Entity for Primary Entity

By | July 31, 2020

It is possible to customize Sage CRM in different ways, to meet user requirement. There are many customization option in Administration.  So in this Blog we are going to see how to create a secondary Entity for Standards Entity. Sometime if organization is using Opportunity entity to store all of their Projects in Sage CRM. It need to create a secondary entity (Timesheet) linked to an Opportunity entity in which user can store Timesheet entries of that particular Project or Opportunity.  In such cases we need to create secondary Entity and linked to the standard entity, so Sage CRM gives us platform to add such Entities for Standard Entities,this can be achieve by using below steps.

New Stuff: https://www.greytrix.com/blogs/sagecrm/2020/07/08/integrate-sage-crm-with-microsoft-office-365-part-1/

Let us consider an example If you want to add TimeSheet Entity on Opportunity, First you need to create Secondary Entity i.e. TimeSheet for that follow below step,

  1. Login to Sage CRM.
  2. Navigate to below path.
    Administration | Advanced Customization |Tables and Database
  3. Select Create Table option
  4. Write your Entity Name in Table Name, fill other details and Save.

New Table

Next, Navigate to below path
Administration | Customization |Opportunity| Tabs|
Add the new tab details
1. Caption: TimeSheet,
2. Action: customedotnetdll 
3. Custom Dot Net Dll Name: Enter the Dll Name
4. Method Name: Add the method name from dll calling the list.
After that click on Add and Save button.

Customize Tab

Now go to Opportunity Summary you can see your Secondary Entity (TimeSheet) Tab added.

New Tab Added

After selecting  TimeSheet Tab you can see list of TimeSheet records and also can create new TimeSheet Entry by clicking New TimeSheet Button which is shown below

Time Sheet List

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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 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 Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.

Hope this was helpful!

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