{"id":25434,"date":"2021-04-22T09:51:13","date_gmt":"2021-04-22T09:51:13","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=25434"},"modified":"2021-11-16T12:19:28","modified_gmt":"2021-11-16T12:19:28","slug":"sage-crm-2021-r1-advanced-customization-wizard-updates","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/04\/22\/sage-crm-2021-r1-advanced-customization-wizard-updates\/","title":{"rendered":"Sage CRM 2021 R1: Advanced Customization Wizard Updates"},"content":{"rendered":"\n<p>A <a href=\"https:\/\/www.greytrix.com\/product\/crm-development\/sage-crm\" target=\"_blank\" rel=\"noreferrer noopener\">Sage CRM<\/a> entity represents a real-world entity such as a Company, Person or Sales Opportunity. These entities help to store in the information useful in managing the Customer Relationship. Sage CRM structure is designed in such a way that these entities have in-built relationship with other entities that in turn helps with the linked information be it in terms of Business Marketing, Business Sales or the Customer Service.<\/p>\n\n\n\n<p><em><strong>New Stuff:<\/strong><\/em> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/03\/30\/attach-multiple-documents-in-sage-crm-against-any-entity\/\" target=\"_blank\" rel=\"noreferrer noopener\">Attach Multiple Documents in Sage CRM against any entity<\/a><\/p>\n\n\n\n<p>Sage CRM has taken care of all the aspects necessary from Customer Relationship management point of view by providing in-built or say standard entities such as Phone, Email, Documents, etc. that helps in accommodating all the necessary information in a single system; thereby avoiding the need to switch or maintain data within multiple systems.<\/p>\n\n\n\n<p>However, Sage CRM is not just limited to the standard entities provided. One of the best feature or capability of CRM is that it supports creation of Custom entities as well as link them with other standard entities to design a new data structure. Advanced Customization Wizard of Sage CRM is one such component that helps to easily create custom entities in your CRM system. To do that, you need to download, install, and use the Advanced Customization Wizard. The Wizard is distributed as an optional Sage CRM component. It helps you to configure the various parameters of your custom entity.<\/p>\n\n\n\n<p>Though this component has been available since all the previous versions of Sage CRM, the new version is compatible with Sage CRM versions 2021 R1, 2020 R2, and 2020 R1 and has overcome some slight drawbacks of earlier version. The Wizard has been updated for Sage CRM 2021 R1. You can find the new version here:<\/p>\n\n\n\n<p><strong><a href=\"https:\/\/community.sagecrm.com\/partner_community\/m\/sage_crm_downloads\/default.aspx\" target=\"_blank\" rel=\"noreferrer noopener\">Click to Download<\/a><\/strong><\/p>\n\n\n\n<p>Once you download the component, place it in the INF folder of the CRM path \u2013<br>C:\\Program Files (x86) \\Sage\\CRM\\&lt;CRM Instance Name&gt;\\inf<\/p>\n\n\n\n<p>Login to CRM and proceed towards component installation by following below steps \u2013<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Login to CRM with System Admin account.<\/li><li>Navigate to <strong>Administration&nbsp;-&gt;&nbsp;Customization&nbsp;-&gt;&nbsp;Component Manager<\/strong><\/li><li>Select the Component Name and Click on Install<\/li><\/ol>\n\n\n\n<p>Below screen will be populated \u2013<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/04\/Advanced-Customization-Wizard-Component-Installation-1024x582.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img class=\"size-full\" \nstyle=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" \nsrc=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/04\/Advanced-Customization-Wizard-Component-Installation-1024x582.jpg\" \nalt=\"Advanced Customization Wizard Component Installation\"><\/a>\n\n<font size=\"2\"><center><i>Advanced Customization Wizard Component Installation<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n<p>Once the component is installed, a new entity is created using the Wizard. As per the latest version updates, the default icon of the entity is refreshed to match better with the existing icons used within the product as per the existing style guide.<\/p>\n\n\n\n<p>Also, a full set of options is provided for use in Customization Menu as well as other accessible lists. As highlighted in screenshot, we have created a new entity named \u2018Project\u2019; the options to access this new entity are shown below.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/04\/Accessing-New-Entity-options-1024x573.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img class=\"size-full\" \nstyle=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" \nsrc=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/04\/Accessing-New-Entity-options-1024x573.jpg\" \nalt=\"Accessing New Entity options\"><\/a>\n\n<font size=\"2\"><center><i>Accessing New Entity options<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n<p>One more change has been made to the default layout of Top content screen. Now the top content area for wizard created entities follows the same layout as the standard Sage CRM entity; wherein the Entity Name, Company (linked to it), Person (linked to it) fields are all located on new line as shown in below screenshot \u2013<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/04\/New-Entity-layout-1024x370.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img class=\"size-full\" \nstyle=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" \nsrc=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/04\/New-Entity-layout-1024x370.jpg\" \nalt=\"New Entity layout\"><\/a>\n\n<font size=\"2\"><center><i>New Entity layout<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n<p>The Wizard is a fantastic tool that will make changes to the database structure including the New Screens, Lists, Menus and the changes will be permanent in the system. Hence, it is always recommended to run the wizard with a careful thought as it may impact the Data structure of other customizations.<\/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>A Sage CRM entity represents a real-world entity such as a Company, Person or Sales Opportunity. These entities help to store in the information useful in managing the Customer Relationship. Sage CRM structure is designed in such a way that these entities have in-built relationship with other entities that in turn helps with the linked\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/04\/22\/sage-crm-2021-r1-advanced-customization-wizard-updates\/\">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":[19,72,73,92,93,98,136,137,243,257,4291,258,332,335,3986],"tags":[4375,4374,4252,857,3644,4008,893,4376,1076,4341,4373,2062,4377],"class_list":["post-25434","post","type-post","status-publish","format-standard","hentry","category-administrator","category-component-sage-crm","category-configuration","category-custom-entity","category-custom-fields","category-customization","category-enhancements","category-entity","category-metadata-refresh","category-new-sage-crm","category-new-feature","category-new-window","category-sage-crm","category-sage-crm-2018-crm72","category-sage-crm-2019-r1-sage-crm-2018-crm72","tag-advanced-customization-wizard","tag-advanced-customization-wizard-updates","tag-component-manager","tag-custom-entity","tag-custom-entity-in-sage-crm","tag-custom-entity-table","tag-customization","tag-customization-wizard","tag-entity","tag-sage-crm-2021-r1","tag-sage-crm-2021-r1-advanced-customization-wizard-updates","tag-sage-crm-customization","tag-sage-crm-structure"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sage CRM 2021 R1: Advanced Customization Wizard Updates - 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\/2021\/04\/22\/sage-crm-2021-r1-advanced-customization-wizard-updates\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sage CRM 2021 R1: Advanced Customization Wizard Updates - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"A Sage CRM entity represents a real-world entity such as a Company, Person or Sales Opportunity. 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