{"id":272,"date":"2010-11-13T05:08:00","date_gmt":"2010-11-13T05:08:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=272"},"modified":"2023-10-06T07:15:18","modified_gmt":"2023-10-06T07:15:18","slug":"key-attribute-data","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/11\/13\/key-attribute-data\/","title":{"rendered":"Key Attribute Data"},"content":{"rendered":"<p>Everyone must be aware of SageCRM standard functionality of Key attribute Data which is used for setting dynamic data associated with primary entities. (i.e. Companies, Cases, Leads, Opportunities)<\/p>\n<p>These Key Attribute sets are divided into user defined categories and System categories. See screen shot below.<\/p>\n<div class=\"separator\" style=\"clear: both; text-align: center;\"><a style=\"margin-left: 1em; margin-right: 1em;\" href=\"http:\/\/2.bp.blogspot.com\/_A6_b0zkYeSY\/TN4cN3VObVI\/AAAAAAAABJo\/w3BaOevxRNQ\/s1600\/clip_image002.jpg\" target=\"_blank\" rel=\"noopener\"><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone\" src=\"http:\/\/2.bp.blogspot.com\/_A6_b0zkYeSY\/TN4cN3VObVI\/AAAAAAAABJo\/w3BaOevxRNQ\/s320\/clip_image002.jpg\" alt=\"SageCRM standard functionality of Key attribute Data\" width=\"525\" height=\"261\" border=\"0\" \/><\/a><\/div>\n<p>Recently I came across a scenario of displaying Key attribute data of particular company from within the Cases created for the same company. However, this can\u2019t be achieved using the standard CRM way. To do the same, create a new tab within Case entity and call a custom ASP page. An ASP page reads data from various table. Firstly, you need to identify the tables that come into play while customizing the above mentioned requirement.<\/p>\n<p>The Key Attribute data is defined and held a set of tables prefixed with &#8220;DD&#8221;.<\/p>\n<p>\u2022 ddata<\/p>\n<p>\u2022 ddcategory<\/p>\n<p>\u2022 ddentryheader<\/p>\n<p>\u2022 ddentrypoints<\/p>\n<p>\u2022 ddfield<\/p>\n<p>You just need to identify the relationship between the tables and use it in your ASP page. That\u2019s it. You can view the KAD (Key Attribute Data) from within the Case which is same as at company level to make your navigation less from Case to Company and again back from Company to Case.<\/p>\n<p><b>For queries regarding the functionality, please feel free to drop us an email at <a title=\"mailto:crm@greytrix.com\" href=\"mailto:crm@greytrix.com\">crm@greytrix.com<\/a>. <\/b><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Everyone must be aware of SageCRM standard functionality of Key attribute Data which is used for setting dynamic data associated with primary entities. (i.e. Companies, Cases, Leads, Opportunities) These Key Attribute sets are divided into user defined categories and System categories. See screen shot below. Recently I came across a scenario of displaying Key attribute\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/11\/13\/key-attribute-data\/\">Read More &raquo;<\/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":[1],"tags":[1479,1482],"class_list":["post-272","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-kad","tag-key-attribute-data"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Key Attribute Data - 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\/2010\/11\/13\/key-attribute-data\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Key Attribute Data - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Everyone must be aware of SageCRM standard functionality of Key attribute Data which is used for setting dynamic data associated with primary entities. 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