{"id":23868,"date":"2020-03-20T12:23:26","date_gmt":"2020-03-20T12:23:26","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=23868"},"modified":"2020-03-20T13:23:48","modified_gmt":"2020-03-20T13:23:48","slug":"easy-steps-to-find-out-field-reference-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/03\/20\/easy-steps-to-find-out-field-reference-in-sage-crm\/","title":{"rendered":"Easy Steps to Find out Field Reference in Sage CRM"},"content":{"rendered":"\n<p>Sage CRM has the ability to customize in a different way as user need. Users can add multiple fields on screen as per requirements. In Sage CRM there are different custom tables that stores data of fields, screen or list that are created. But it becomes difficult to find the field reference i.e. field belongs to which list or screen. <br> <strong><em>New Stuff:<\/em><\/strong> <strong><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/01\/03\/issue-while-loading-records-on-ticket-list-in-self-service-portal\/\">Issue while loading records on Ticket List in Self Service Portal<\/a><\/strong> <\/p>\n\n\n\n<p>So in this blog we can see, how to find field location in some steps using SQL. For example on Opportunity there is one field name as \u201cCustomer Ref\u201d. If User wants to find out where in Sage CRM that the field is used. <\/p>\n\n\n\n<p><strong>Step 1:<\/strong> <br> To find Caption code of field enter below SQL query, we get caption code as shown in below screenshot. Caption code of field is \u201c<strong>oppo_customerref<\/strong>\u201d<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code>\nSelect * from Custom_Captions where Capt_Code like '%CustomerRef%' <\/code><\/pre>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/03\/Image-1-1.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/03\/Image-1-1.png\" alt=\"SQL Caption Code\"><\/a>\n<font size=\"2\"><center><i>SQL Caption Code<\/i><\/center><\/font>\n\n\n\n<p><strong>Step 2:<\/strong><br> As from Step 1 we get the caption code of the particular field. Now to find the list name where this field is used enter the below SQL query.<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code>Select * from Custom_Lists where GriP_ColName = 'oppo_customerref'<\/code><\/pre>\n\n\n\n<p>In below screenshot we can see that \u2018oppo_customerref\u2019 is located in the <strong>\u2018SSOpportunityList\u2019<\/strong><\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/03\/image-2-1.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/03\/image-2-1.png\" alt=\"List Names\"><\/a>\n<font size=\"2\"><center><i>List Names<\/i><\/center><\/font>\n\n\n\n<p><strong>Step 3: <br><\/strong>Next,<strong> <\/strong>to find screen name enter below SQL query, we get screen names on which field is located<strong>.<\/strong><\/p>\n\n\n\n<pre class=\"wp-block-code\"><code>Select * from Custom_Screens where SeaP_ColName = 'oppo_customerref'<\/code><\/pre>\n\n\n\n<p>In below screenshot we can see that \u2018oppo_customerref\u2019 is located in the following screens:<br> <strong>1. OpportunityDetailBox<br> 2. OpportunitySearchBox<br> 3. SSOpportunityEntry<\/strong><\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/03\/image-3-1.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/03\/image-3-1.png\" alt=\"Screen Names\"><\/a>\n<font size=\"2\"><center><i>Screen Names<\/i><\/center><\/font>\n\n\n\n<p>Using above easy steps user can easily find out where in Sage CRM that the field is referenced. <\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p>Greytrix \u2013 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.<\/p>\n\n\n\n<p>Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; 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.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sage CRM has the ability to customize in a different way as user need. Users can add multiple fields on screen as per requirements. In Sage CRM there are different custom tables that stores data of fields, screen or list that are created. But it becomes difficult to find the field reference i.e. field belongs\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/03\/20\/easy-steps-to-find-out-field-reference-in-sage-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1,83,93,155,219,220,253,332,333,334,335,3986,3987,351,353,385],"tags":[4099,1138,4097,1532,2010,2231,4098,2325,2333,2543],"class_list":["post-23868","post","type-post","status-publish","format-standard","hentry","category-uncategorized","category-crm72","category-custom-fields","category-fields","category-list","category-lists","category-multiple-screen","category-sage-crm","category-sage-crm-2017","category-sage-crm-2018","category-sage-crm-2018-crm72","category-sage-crm-2019-r1-sage-crm-2018-crm72","category-sage-crm-2019-r1-sage-crm","category-screen-sage-crm","category-search-screen","category-standard-field","tag-caption-code","tag-field","tag-field-reference","tag-list","tag-sage-crm","tag-screen","tag-screen-reference","tag-sql","tag-sql-queries","tag-users"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Easy Steps to Find out Field Reference 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\/2020\/03\/20\/easy-steps-to-find-out-field-reference-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Easy Steps to Find out Field Reference in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM has the ability to customize in a different way as user need. 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