Category Archives: Custom Entity

Change the sequence of View Fields in SSA Field in Sage CRM

SSA fields prove to be one of the most efficient feature of Sage CRM in terms of searching as well as storing data in CRM. These fields can be created for any standard or customized entity. With the help of SSA fields, users can search records through a full-fledged search screen available within the field… Read More »

Exclude an Entity Field from Quick Find to reduce the size of the index

One more feature of SAGE CRM 2017! We are much aware about the searching mechanism in the new release i.e. Quick Find Functionality. It can search the connected data across all entities at once by using single keyword. We had seen that we can exclude an entity from this mechanism. But actually, not only an… Read More »

How to add Custom Entities into the Regarding field of Communication

For every business, communication is the most important aspect that needs to be managed appropriately. As you all know, Sage CRM has helped to manage all the business related chores such as maintaining Customer database, managing Enquires and Opportunities of these customers, logging of service tickets, and scheduling appointments and so on. The communication records… Read More »

Generate Unique Reference Number in Custom Field using Workflow

In previous blog, we have seen that how we can call stored procedure from workflow action. Now, I will explain you, how we can use the same feature to generate Unique Reference Number for other entities like Case, Quote or Order. New Stuff: How to enable Export to Excel on Calendar List in Sage CRM? We… Read More »

Adding Custom Field on Sage CRM screen using .Net

Sage CRM provides System administrator with easy ways to add or remove fields from the system. Every screen and list in CRM draws its data from the views which are based on the SQL tables linked to a particular entity. Thus whenever a user needs to add a field belonging to a different entity, he… Read More »

Auto Cancellation of Order in 24 Hrs.

In Integrated system of Sage CRM with Sage 300 ERP, allows users to access real time information. By synchronization of tables and database of Sage 300 ERP. We can view all the orders as well as create order from CRM. New Stuff: One Time Processes for GUMU™ Sage CRM – Sage 500 integration While doing customization… Read More »

Troubleshooting Sage CRM’s Customized Data Upload Routine Issue

As we all are familiar, Sage CRM has provided the facility to create multiple Primary and Secondary entities to maintain data in system either by making data entries manually or by  uploading large number of records at a time. Sage CRM’s flexibility has helped the users to not only use the data upload routine for standard… Read More »