{"id":21106,"date":"2018-11-30T11:43:25","date_gmt":"2018-11-30T11:43:25","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=21106"},"modified":"2019-06-10T08:50:02","modified_gmt":"2019-06-10T08:50:02","slug":"adding-field-to-the-user-level","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/11\/30\/adding-field-to-the-user-level\/","title":{"rendered":"Addition of new fields at User Level in Sage CRM"},"content":{"rendered":"

In earlier blogs, we have explained to you many Screen Level and Field Level enhancements. But few days, one of the Sage CRM users from Sage Community reached us to understand how to add new fields at User Level in Sage CRM. So thought to make a note of the steps into this blog.<\/p>\n

New Stuff<\/em>:\u00a0<\/strong>Suppress inactive records from SSA fields in Sage CRM<\/a><\/p>\n

Consider you need to add a button say User App Password at User Level in Sage CRM. For this, you need to follow below steps.<\/p>\n

    \n
  1. Login to Sage CRM with Admin user and navigate to below path.
    \nAdministration | Customization | Users<\/strong>\"Secondary<\/li>\n
  2. Once User table is selected, below screen will open. Refer below screenshot.\"Fields\"<\/li>\n
  3. Click on New button to create a new field.
    \n\"Field<\/li>\n
  4. Enter details of field and click on Save button. This will create new field.<\/li>\n
  5. Navigate to Screens<\/strong> Below screen will be displayed. Select \u201cUserAdminExtraBox\u201d<\/strong> screen.<\/li>\n
  6. Select the field into Field dropdown and click on Add button. Then click on Save\u00a0<\/strong>button.\"Adding<\/li>\n
  7. Newly added field will be visible under More User Details section of User Details as shown below.\"User<\/li>\n
  8. As explained above, any number of fields can be added under More Details Panel of user and can be used into Screen Level customizations.<\/li>\n<\/ol>\n

    Hope this helps!<\/p>\n

    About Us<\/strong><\/span>
    \nGreytrix 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":"

    In earlier blogs, we have explained to you many Screen Level and Field Level enhancements. But few days, one of the Sage CRM users from Sage Community reached us to understand how to add new fields at User Level in Sage CRM. So thought to make a note of the steps into this blog. New\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[73,83,155,336,337,342,351,1],"tags":[],"class_list":["post-21106","post","type-post","status-publish","format-standard","hentry","category-configuration","category-crm72","category-fields","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm7-3","category-screen-sage-crm","category-uncategorized"],"yoast_head":"\nAddition of new fields at User Level 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\/2018\/11\/30\/adding-field-to-the-user-level\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Addition of new fields at User Level in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In earlier blogs, we have explained to you many Screen Level and Field Level enhancements. 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