{"id":419,"date":"2011-11-05T12:29:24","date_gmt":"2011-11-05T12:29:24","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=419"},"modified":"2011-11-05T12:29:24","modified_gmt":"2011-11-05T12:29:24","slug":"expose-hidden-fields-in-sage-crm-entities","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/11\/05\/expose-hidden-fields-in-sage-crm-entities\/","title":{"rendered":"Expose hidden fields in Sage CRM entities"},"content":{"rendered":"

Sage CRM has a very good reporting structure inbuilt. You can create views; make them usable as Report view by checking the corresponding checkbox. Further you can attach this view to report and build search criterion\/contents based on the same. Sometimes even though field is visible in your view you cannot find it to add to Report search criterion or Contents. This field might be hidden as default behavior. Then how do you make it visible? Here is how you can do it.
\n1)Log in to SQL Server<\/strong>.
\n2)Select Sage CRM <\/strong>data base
\n3)Click on the New Query<\/strong> button
\n4)Please use below query to find field configurations for CRM<\/strong>
\nSelect * from custom_edits
\nWhere colp_entity=’< Entity Name >‘ and colp_colname = ‘< Field Name >‘<\/em>
\n5)You have to update \u201ccolp_allowedit\u201d and \u201ccolp_system\u201d field values for the field you want to expose in CRM.
\nUpdate custom_edits set colp_allowedit=NULL, colp_system=NULL
\nWhere colp_colname = ‘< Name of the field to be exposed >‘ <\/em>
\n6)Login to Sage CRM<\/strong>.
\n7)Go to Administration<\/strong>–> System<\/strong>–>Metadata<\/strong>.
\n8)Check the \u201cRefresh All<\/strong>\u201d checkbox.
\n9)Click Execute Refresh <\/strong>Button
\n10)Log off <\/strong>from the CRM system.
\n11)Run the IISRESET <\/strong>command
\n12)Login to the Sage CRM system and check whether field is available to be added to search criterion or content of the report.
\nIf you find this content useful, please drop us an email at crm@greytrix.com<\/a>. <\/b><\/marquee><\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM has a very good reporting structure inbuilt. You can create views; make them usable as Report view by checking the corresponding checkbox. Further you can attach this view to report and build search criterion\/contents based on the same. Sometimes even though field is visible in your view you cannot find it to add\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":[155,317,332],"tags":[],"class_list":["post-419","post","type-post","status-publish","format-standard","hentry","category-fields","category-report","category-sage-crm"],"yoast_head":"\nExpose hidden fields in Sage CRM entities - 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\/2011\/11\/05\/expose-hidden-fields-in-sage-crm-entities\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Expose hidden fields in Sage CRM entities - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM has a very good reporting structure inbuilt. You can create views; make them usable as Report view by checking the corresponding checkbox. Further you can attach this view to report and build search criterion\/contents based on the same. Sometimes even though field is visible in your view you cannot find it to add\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/11\/05\/expose-hidden-fields-in-sage-crm-entities\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2011-11-05T12:29:24+00:00\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/11\/05\/expose-hidden-fields-in-sage-crm-entities\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/11\/05\/expose-hidden-fields-in-sage-crm-entities\/\",\"name\":\"Expose hidden fields in Sage CRM entities - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"datePublished\":\"2011-11-05T12:29:24+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/11\/05\/expose-hidden-fields-in-sage-crm-entities\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/11\/05\/expose-hidden-fields-in-sage-crm-entities\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/11\/05\/expose-hidden-fields-in-sage-crm-entities\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Expose hidden fields in Sage CRM entities\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Expose hidden fields in Sage CRM entities - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/11\/05\/expose-hidden-fields-in-sage-crm-entities\/","og_locale":"en_US","og_type":"article","og_title":"Expose hidden fields in Sage CRM entities - Sage CRM \u2013 Tips, Tricks and Components","og_description":"Sage CRM has a very good reporting structure inbuilt. You can create views; make them usable as Report view by checking the corresponding checkbox. Further you can attach this view to report and build search criterion\/contents based on the same. Sometimes even though field is visible in your view you cannot find it to add\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/11\/05\/expose-hidden-fields-in-sage-crm-entities\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2011-11-05T12:29:24+00:00","author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/11\/05\/expose-hidden-fields-in-sage-crm-entities\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/11\/05\/expose-hidden-fields-in-sage-crm-entities\/","name":"Expose hidden fields in Sage CRM entities - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"datePublished":"2011-11-05T12:29:24+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/11\/05\/expose-hidden-fields-in-sage-crm-entities\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/11\/05\/expose-hidden-fields-in-sage-crm-entities\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/11\/05\/expose-hidden-fields-in-sage-crm-entities\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Expose hidden fields in Sage CRM entities"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/419","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=419"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/419\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=419"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=419"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=419"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}