How to create custom business modules in Sage CRM using Sage CRM Builder
A simple guide to
business modules in
Sage CRM using
Sage CRM Builder
An brief introduction to
Sage CRM Builder
Sage CRM Builder is a powerful and
flexible feature that allows you to
personalize and transform how
Sage CRM is used within your
company, quickly and easily.
Using Sage CRM Builder you can:
- Adapt Sage CRM to your individual
needs by creating business
modules to manage any area of
- Customize Sage CRM in a way that
best suits your requirements.
This guide aims to explain
all the important things you
need to know to create your
first business module in
Sage CRM Builder.
Create modules that match your
Do you want to extend your use of
Sage CRM to new parts of your
Does your unique business require
This guide shows you how to create a
custom module so you can manage
more areas of your business from
events and training, to projects,
equipment, tradeshows, consultants
and much more.
Firstly, let’s look at what is
a custom module?
A custom module is made up of
custom entities and standard
Sage CRM entities, and the
relationships between them.
Because a custom module lets
you see all the information you
need about these entities on one
screen, it gives you a clear picture
of your workflow.
Custom Entity Standard Entity
Next, let’s look at how to create a
First, decide what business data you want
Can you use any standard Sage CRM entities?
What custom entities do you need to create?
Then, you create your new custom entities.
Finally, you piece the standard and custom
entities together so you can view all the
data in your workflow from one place.
Add a new entity – no coding required
You create a custom entity using
Sage CRM Builder.
This easy to use feature guides you
through six steps, with simple point
and click, and drag and drop actions.
Let’s look at an example to get started
Let’s suppose you work for a company
called Panoply Tech. You want to create
a Training Course module in Sage CRM
for Panoply Tech that tracks courses and
related information about students and
Students are based on the standard
Here’s an example
You’ll create a custom entity called
Trainer that relates to Person. And a
custom entity called Training Course that
relates to both Person and Trainer.
When you add information about
students and trainers to the Training
Course entity, you can see a summary of
all training information on one screen.
Creating a custom entity
Some fields are added to the entity by
default; you can add others to suit your
Click Add a new field and choose from
a photo link, radio buttons, check boxes,
multiline text and more.
Now you’ll create a custom entity
that includes new information about
training courses and existing
information from the Person and
Open Sage CRM Builder and work
through the six easy steps.
Name and describe the entity and
choose an icon.
Use different field types to capture
• Add date fields to plan the
duration of the course.
• Add a radio button to record the
number of places.
• Add a cascading lookup field to
choose the type of training.
• Add a currency field to set the
You’ve successfully created
your custom Training
When you’ve built your Training Course
entity, you can begin to add PanoplyTech
course information to Sage CRM.
When you add student, trainer, and
training course information, it’s all
displayed on the Training Course
summary screen. This new module
helps you to easily manage courses.
Extend even further
You can extend your Training Course
module to track even more complex
business needs, such as the venue at
which the course is held.
Find out more
Now that you’ve seen how it’s done, you can start building your own custom
modules. We’ve lots of resources to help you:
? User Help
System Administrator Help
Adapt & Extend Sage CRM to manage any area of your business (Video)
Sage CRM Builder - Uncover the flexibility of Sage CRM (Video)
Working with a Custom Module (Video)
Building a Competitor Tracking Module using Sage CRM Builder
Manage what matters
with Sage CRM Builder
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