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.
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,
- Login to Sage CRM.
- Navigate to below path.
Administration | Advanced Customization |Tables and Database - Select Create Table option
- Write your Entity Name in Table Name, fill other details and Save.
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.
Now go to Opportunity Summary you can see your Secondary Entity (TimeSheet) 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
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 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, 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 sage@greytrix.com. We will be glad to assist you.
Hope this was helpful!