{"id":3450,"date":"2013-02-15T05:58:06","date_gmt":"2013-02-15T05:58:06","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=3450"},"modified":"2013-02-15T05:58:06","modified_gmt":"2013-02-15T05:58:06","slug":"configure-the-library-for-secondary-entities-in-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/02\/15\/configure-the-library-for-secondary-entities-in-crm\/","title":{"rendered":"Configure the Library for Secondary entities in CRM"},"content":{"rendered":"

Documents tab is available against most of the Sage CRM entities in order to upload the documents. If we want to have the similar feature for Custom entities we have to keep in mind to check Has Documents checkbox while generating Custom entity from the wizard.\u00a0What if you forgot to check the box and now want documents feature? Here is what you need to do.<\/span><\/p>\n

    \n
  1. Login to SQL Server<\/li>\n
  2. Select CRM Database<\/li>\n
  3. Click on the New Query button<\/li>\n
  4. Please refer the below given SQL Query for your reference.<\/li>\n<\/ol>\n

    \u00a0\u00a0\u00a0\u00a0 Select Bord_HasLibrary,Bord_HasCommunication from Custom_tables where Bord_Caption='< Entity Name >’<\/em><\/span>
    \nUpdate Custom_tables set Bord_HasLibrary=’Y’,Bord_HasCommunication=’Y’ where Bord_Caption='< Entity Name >’<\/em><\/span>
    \nAfter following above steps you can create dummy entity in another CRM with Has Documents checked and refer the source of Library page to build the one for your entity mentioned above.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Documents tab is available against most of the Sage CRM entities in order to upload the documents. If we want to have the similar feature for Custom entities we have to keep in mind to check Has Documents checkbox while generating Custom entity from the wizard.\u00a0What if you forgot to check the box and now\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":[70,332],"tags":[],"class_list":["post-3450","post","type-post","status-publish","format-standard","hentry","category-communication","category-sage-crm"],"yoast_head":"\nConfigure the Library for Secondary entities in 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\/2013\/02\/15\/configure-the-library-for-secondary-entities-in-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Configure the Library for Secondary entities in CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Documents tab is available against most of the Sage CRM entities in order to upload the documents. 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