{"id":8920,"date":"2014-10-01T11:39:40","date_gmt":"2014-10-01T11:39:40","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=8920"},"modified":"2014-10-01T11:39:40","modified_gmt":"2014-10-01T11:39:40","slug":"sage-crm-builder-future-of-sage-crm-dot-com","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/01\/sage-crm-builder-future-of-sage-crm-dot-com\/","title":{"rendered":"Sage CRM builder – Future of Sage CRM Cloud"},"content":{"rendered":"

In today\u2019s world information exchange has become immensely easy with the help of World Wide Web. At the same time companies are also thinking of saving costs on server maintenance through Cloud Computing. Sage has helped this trend by making fully functional Sage CRM available on cloud through www.sagecrm.com<\/a>. Anyone who follows the standard processes of Sales, Marketing and Services can easily configure Sage CRM cloud for day to day use.
\nGUMU Sage CRM Integrations\u00a0:\u00a0Sage ERP X3<\/a>\u00a0|\u00a0Sage 100<\/a>\u00a0|\u00a0Sage 500<\/a>\u00a0|\u00a0Sage 300
\n<\/a>Dont miss this video –\u00a0Adapt & Extend Sage CRM to manage any area of your business<\/a>
\n<\/a><\/strong>
\nCloud CRM also allows creation of new fields, configuration of parameters and adding these fields on screen, list blocks. However one thing people find difficult to deal with is capturing related details through Custom entities. This works beautifully on On-Premise version through \u201cAdvanced Customization Wizard\u201d. Sage CRM Builder now addresses this shortcoming on cloud version in very effective manner. Now custom entities can be built on the fly and used on dot com platform along with related workflows.
\nLet\u2019s consider that you want to capture details of the jobs done against a sales opportunity. Here is how you can create simple Jobs entity against Opportunity context on SageCRM.com through Sage CRM builder. For simplicity let\u2019s limit job entity to just couple of fields like Description and Details.
\n1. Well first and most important step is, you have to have a sagecrm.com account. If not, you can register for a free trial from sagecrm.com. Below is the website link.
\nhttp:\/\/www.sagecrm.com\/<\/a>
\n2. Once your account is ready, you can login to the same using above portal.
\n3. Click on the user icon on top and Select Administration<\/strong> option.
\n\"1\"<\/a>
\n4. On the screen that appears, select \u201cSage CRM Builder<\/strong>\u201d under Administration<\/strong> menu.
\n\"2\"<\/a>
\nAs a first step of entity creation that is \u201cDetails<\/strong>\u201d, enter basic details of your entity. And click \u201cContinue<\/strong>\u201d.
\n5. In second step i.e. \u201cRelationships<\/strong>\u201d now it becomes more technical where you have to define relationship of new entity with the \u201cOpportunity\u201d entity. Now as I mentioned there will be multiple Jobs against one opportunity, we have to set Job to Opportunity relationship as \u201cMany to One<\/strong>\u201d i.e. \u201cM-1<\/strong>\u201d. You can also define whether your new entity will have Notes, addresses etc.
\n\"3\"<\/a>
\nOnce necessary relationships are set, click \u201cContinue<\/strong>\u201d.
\n6. In third step i.e. \u201cCRM Features<\/strong>\u201d you can specify in what all areas of CRM you want your new entity to appear. You can specify if Mail merge or document upload will happen against the entity. For now, I will keep everything ticked by default.
\n\"4\"<\/a>
\nClick \u201cContinue<\/strong>\u201d when you are done adding CRM features required.
\n7. In fourth step \u201cCreate Fields<\/strong>\u201d now we will create the fields that are required. As I said for now we will create 2 fields Description<\/strong> (Text) and Details<\/strong> (Multiline Text). Some fields are also created by default.
\n\"5\"<\/a>
\nOnce field creation is completed, click \u201cContinue<\/strong>\u201d.
\n8. In fifth stage that is \u201cSummary Screen<\/strong>\u201d we have to arrange the fields on the screen that will be displayed as summary and new entry screen wherever data addition happens to our new entity.
\n\"6\"<\/a>
\nOnce you are done editing your summary screen, click \u201cContinue<\/strong>\u201d.
\n9. In the last step that is \u201cBuild<\/strong>\u201d click on \u201cFinish<\/strong>\u201d button and wait for entity generation to complete
\n\"7\"<\/a>
\n10. Now we have our new entity ready, find any opportunity in the system and click on the \u201cJob<\/strong>\u201d tab.
\n\"8\"<\/a>
\nYou can see the list screen.
\n\"9\"<\/a>
\nWhen you select \u201cAdd New Item\u201d from \u201cAdd New\u201d menu, New job screen opens up as follows. You can fill in the necessary details and click on Save<\/strong> button.
\n\"10\"<\/a>
\nIn similar manner multiple jobs can be added against an opportunity.
\nYou are done! I know that this post was lengthy, but surely going through it once will get you started for any of custom works you are planning on Sage CRM cloud.
\nAlso Read:<\/strong><\/em><\/span>
\n1) Codeless Customization: Add Custom Entity New Screen when accessed through iPhone<\/a>
\n2) Promote Customer from Sage CRM to Sage ERP X3<\/a>
\n3) Importing Customization for Real time changes from Sage 500 to Sage CRM<\/a>
\n4) Tracking your custom fields in SageCRM<\/a>
\n5) Sage CRM 7.2 Tomcat Setting for EC2 Amazon Server\u2019s Elastic IP<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

In today\u2019s world information exchange has become immensely easy with the help of World Wide Web. At the same time companies are also thinking of saving costs on server maintenance through Cloud Computing. Sage has helped this trend by making fully functional Sage CRM available on cloud through www.sagecrm.com. Anyone who follows the standard processes\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2,41,63,73,81,106,332,1],"tags":[446,627,693,705,793,1003,2010],"class_list":["post-8920","post","type-post","status-publish","format-standard","hentry","category-net-api","category-builder","category-cloud-crm","category-configuration","category-crm-dot-com","category-dcom","category-sage-crm","category-uncategorized","tag-net-api","tag-builder","tag-cloud-crm","tag-com","tag-crm","tag-dot","tag-sage-crm"],"yoast_head":"\nSage CRM builder - Future of Sage CRM Cloud - 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\/2014\/10\/01\/sage-crm-builder-future-of-sage-crm-dot-com\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sage CRM builder - Future of Sage CRM Cloud - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In today\u2019s world information exchange has become immensely easy with the help of World Wide Web. 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