{"id":14578,"date":"2017-07-06T10:51:24","date_gmt":"2017-07-06T10:51:24","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=14578"},"modified":"2019-03-11T06:41:25","modified_gmt":"2019-03-11T06:41:25","slug":"adding-custom-field-on-sage-crm-screen-using-net","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/06\/adding-custom-field-on-sage-crm-screen-using-net\/","title":{"rendered":"Adding Custom Field on Sage CRM screen using .Net"},"content":{"rendered":"

Sage CRM<\/a> 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 has to modify the SQL view itself. But the views here may in turn be based on another views which are further referenced by CRM for the implementation of security policies. So there is a ripple effect when a field is added or dropped from the system.<\/p>\n

In this blog, we will share a workaround through which you can add fields of different entities directly on screen without even modifying the view.<\/p>\n

New Stuff:\u00a0<\/strong><\/em>Yammer with Sage CRM<\/a><\/p>\n

User will have to create one custom field using .NET and add that field on screen by following below steps \u2013
\nBelow is an example of creating a Multi \u2013 select field displaying the User Security Profile options for selection on Opportunity search screen.<\/p>\n

    \n
  1. Create the Translation for the field –
    \n<\/strong>TranslationFamily tf = new TranslationFamily(“oppo_profile”);
    \nRecord TerritoryProfiles = FindRecord(“TerritoryProfiles”, “TPro_Deleted IS NULL”);<\/li>\n
  2. Add the values into the field –<\/strong>
    \nif (!TerritoryProfiles.Eof())
    \n{
    \nwhile (!TerritoryProfiles.Eof())
    \n{
    \nstring ProfileId = TerritoryProfiles.GetFieldAsString(“tpro_profileid”);
    \nstring sDescription = TerritoryProfiles.GetFieldAsString(“TPro_Description”);
    \nif (!String.IsNullOrEmpty(ProfileId) && !String.IsNullOrEmpty(sDescription))
    \ntf.Add(ProfileId, sDescription);
    \nTerritoryProfiles.GoToNext();
    \n}
    \n}<\/li>\n
  3. Create the object for Multi select field –<\/strong>
    \nEntrySelect profile = new EntrySelect(“oppo_profile”);
    \nprofile.IsMultiple = true;
    \nprofile.Size = 5;
    \nprofile.Caption = “Profile:”;
    \nprofile.LookupFamily = “oppo_profile”;
    \nprofile.NewLine = true;<\/li>\n
  4. Add the field on Screen –<\/strong>
    \nCreate an EntryGroupObject of the Screen name and add the field as specified below-
    \nEntryGroupObject.Add(profile);
    \n    \"\"<\/a><\/li>\n<\/ol>\n

    About Us<\/strong><\/span>
    \n    Greytrix<\/a> a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n

    Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct<\/a>, Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>).We also offer best-in-class\u00a0Sage ERP<\/a> and Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes Greytrix Business Manager<\/a>, Sage CRM Project Manager<\/a>, Sage CRM Resource Planner<\/a>, Sage CRM Contract Manager<\/a>, Sage CRM Event Manager<\/a>, Sage CRM Budget Planner<\/a>, Gmail Integration<\/a>, Sage CRM Mobile Service Signature<\/a> and Sage CRM CTI Framework<\/a>.<\/p>\n

    Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>.<\/p>\n

    For more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

    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\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,92,93,98,155,254,332,342,352,408,423,424],"tags":[444,451,521,860,861,862,1004],"class_list":["post-14578","post","type-post","status-publish","format-standard","hentry","category-administrator","category-custom-entity","category-custom-fields","category-customization","category-fields","category-multiselect-sage-crm","category-sage-crm","category-sage-crm7-3","category-script","category-translations","category-view","category-views","tag-net","tag-net-sage-crm","tag-adding-custom-field-on-sage-crm-screen-using-net","tag-custom-field-on-sage-crm-screen-using-net","tag-custom-fields-2","tag-custom-fields-sage-crm","tag-dot-net"],"yoast_head":"\nAdding Custom Field on Sage CRM screen using .Net - 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\/2017\/07\/06\/adding-custom-field-on-sage-crm-screen-using-net\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding Custom Field on Sage CRM screen using .Net - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"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\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/06\/adding-custom-field-on-sage-crm-screen-using-net\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2017-07-06T10:51:24+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2019-03-11T06:41:25+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/OpportunityScreen-1024x260.png\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/06\/adding-custom-field-on-sage-crm-screen-using-net\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/06\/adding-custom-field-on-sage-crm-screen-using-net\/\",\"name\":\"Adding Custom Field on Sage CRM screen using .Net - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/06\/adding-custom-field-on-sage-crm-screen-using-net\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/06\/adding-custom-field-on-sage-crm-screen-using-net\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/OpportunityScreen-1024x260.png\",\"datePublished\":\"2017-07-06T10:51:24+00:00\",\"dateModified\":\"2019-03-11T06:41:25+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/06\/adding-custom-field-on-sage-crm-screen-using-net\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/06\/adding-custom-field-on-sage-crm-screen-using-net\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/06\/adding-custom-field-on-sage-crm-screen-using-net\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/OpportunityScreen-1024x260.png\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/07\/OpportunityScreen-1024x260.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/06\/adding-custom-field-on-sage-crm-screen-using-net\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Adding Custom Field on Sage CRM screen using .Net\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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