{"id":11964,"date":"2016-02-09T07:18:15","date_gmt":"2016-02-09T07:18:15","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=11964"},"modified":"2016-02-09T07:18:15","modified_gmt":"2016-02-09T07:18:15","slug":"views-and-reports-on-relationships-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/02\/09\/views-and-reports-on-relationships-in-sage-crm\/","title":{"rendered":"Views and Reports on relationships in Sage CRM"},"content":{"rendered":"

In Sage CRM<\/a> Relationship tab is available in all Primary entities this functionality allow us to create \u201cone to many\u201d, \u201cmany to one\u201d and some reciprocal relationship between the data. Using the relationship and its related views we can create reports from various entities.<\/p>\n

New Stuff<\/strong>:\u00a0<\/em>Retrieve Key Value using Custom URL<\/a><\/span><\/span><\/p>\n

In today\u2019s blog, we will see how we can create\/execute reports based on the available views. To add new relationships in CRM user have to navigate to below path Administration| Data Management | Manage Relationship type<\/strong>.<\/p>\n

The data of relationship entity is available in tables mentioned below.<\/p>\n

1. relatedentitylinks<\/strong>
\n 2. relatedentitydata<\/strong><\/p>\n

The relatedentitylinks<\/strong> table defines the relationship between primary entities. And, relatedentitydata<\/strong> hold the information that will create relationship of one record with another. The existing views which are available in Sage CRM<\/a> are as follows. We can modify these views to add the relevant information as per our need.<\/p>\n

1. vRelaCompanyCompany<\/strong>
\n 2. vRelaCompanyPerson<\/strong>
\n 3. vRelaCompanyCase<\/strong>
\n 4. vRelaEntitiesAll<\/strong><\/p>\n

Also, below are some of the exiting reports available in Sage CRM<\/a> which are deriving data from the above views only. These reports can be found under General<\/strong> category.<\/p>\n

1. Related Companies to Cases<\/strong>
\n 2. Related Companies to People<\/strong>
\n 3. Related Company to Company<\/strong>
\n 4. Related Companies to All Entities<\/strong>
\nAlso Read:<\/strong><\/em><\/span>
\n1.<\/strong> Error On Relationships tab<\/a>
\n2.<\/strong> Realtionship Management in Sage CRM v6.2<\/a>
\n3.<\/strong> Displaying Relationship in Opportunity<\/a>
\n4.<\/strong> Restrict Sage CRM user to access your integrated ERP data using Integration<\/a>
\n5.<\/strong> Access your ERP data on the Move using Integration<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

In Sage CRM Relationship tab is available in all Primary entities this functionality allow us to create \u201cone to many\u201d, \u201cmany to one\u201d and some reciprocal relationship between the data. Using the relationship and its related views we can create reports from various entities. New Stuff:\u00a0Retrieve Key Value using Custom URL In today\u2019s blog, we\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[189,332,1],"tags":[1900,1902,1904,1928,2565,2566],"class_list":["post-11964","post","type-post","status-publish","format-standard","hentry","category-information","category-sage-crm","category-uncategorized","tag-related-data","tag-related-entity","tag-relationships-tab","tag-reports","tag-views","tag-views-and-reports"],"yoast_head":"\nViews and Reports on relationships in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/02\/09\/views-and-reports-on-relationships-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Views and Reports on relationships in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In Sage CRM Relationship tab is available in all Primary entities this functionality allow us to create \u201cone to many\u201d, \u201cmany to one\u201d and some reciprocal relationship between the data. 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