How to create custom business modules in Sage CRM using Sage CRM Builder
 

How to create custom business modules in Sage CRM using Sage CRM Builder

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In this SlideDoc, you can learn how to create custom modules using Sage CRM Builder.

In this SlideDoc, you can learn how to create custom modules using Sage CRM Builder.

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How to create custom business modules in Sage CRM using Sage CRM Builder How to create custom business modules in Sage CRM using Sage CRM Builder Presentation Transcript

  • sagecrm.com A simple guide to creating new business modules in Sage CRM using Sage CRM Builder
  • sagecrm.com 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 your business. - Customize Sage CRM in a way that best suits your requirements.
  • sagecrm.com This guide aims to explain all the important things you need to know to create your first business module in Sage CRM Builder.
  • sagecrm.com Create modules that match your business needs Do you want to extend your use of Sage CRM to new parts of your business? Does your unique business require customized workflows? 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.
  • sagecrm.com 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 Module Custom Entity Standard Entity
  • sagecrm.com Next, let’s look at how to create a custom module First, decide what business data you want to view. 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.
  • sagecrm.com 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.
  • sagecrm.com 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 trainers. Students are based on the standard Person entity.
  • sagecrm.com 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.
  • sagecrm.com Creating a custom entity called Trainer Part 1:
  • Go to Sage CRM Builder
  • sagecrm.com You’ll find Sage CRM Builder in Administration | Customization. 1. Navigate to Administration. 2. Click Customization. 3. Click Sage CRM Builder. 1 3 2
  • … and describe your new entity
  • sagecrm.com Give it a name and a description.
  • sagecrm.com Give it a new icon.
  • Create relationships to other entities
  • sagecrm.com How does the entity interact with other CRM entities? A trainer can have many students, so select a one to many (1-M) relationship between Trainer and Person.
  • Choose CRM features for your entity
  • sagecrm.com You can display the Trainer entity in personal and team lists. You can link files and attachments to it. And include it in workflows and reports.
  • Add fields to capture data…
  • sagecrm.com Some fields are added to the entity by default; you can add others to suit your needs. Click Add a new field and choose from a photo link, radio buttons, check boxes, multiline text and more.
  • … and now let’s add an email field
  • sagecrm.com In this case, choose Email Address from the new field list.
  • sagecrm.com And fill in the details.
  • Design the summary screen
  • sagecrm.com Next, drag and drop fields, dividing lines, headers, lists, and tables from the elements box to build a great looking summary screen for your new entity.
  • Build your new entity
  • sagecrm.com Click Finish to build the entity.
  • sagecrm.com You can begin to add trainer data.
  • sagecrm.com You’ve successfully created your custom Trainer entity Congratulations!
  • sagecrm.com Creating a custom entity called Training Course Part 2:
  • Describe your new entity
  • sagecrm.com Now you’ll create a custom entity that includes new information about training courses and existing information from the Person and Trainer entities. Open Sage CRM Builder and work through the six easy steps. Name and describe the entity and choose an icon.
  • Create relationships to other entities
  • sagecrm.com A Training Course can have many Students, so set a one to many (1-M) relationship with Person. It can have only one Trainer, so set a many to one (M:1) relationship with Trainer.
  • Choose CRM features foryour entity
  • sagecrm.com Leave all the boxes checked so you can use all the great Sage CRM features for this entity.
  • Add fields to capture data
  • sagecrm.com Use different field types to capture course information: • 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 price.
  • Design the summary screen
  • sagecrm.com Arrange fields and headers on the Training Course Summary screen. This is where you add tables and fields from the Person and Trainer entities.
  • Build your new entity
  • sagecrm.com You’ve successfully created your custom Training Course entity Congratulations!
  • sagecrm.com 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.
  • sagecrm.com 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. +
  • sagecrm.com 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 www.sagecrm.com